MA
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Mutual Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Mutual Advisors’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$605K Sell
5,166
-162
-3% -$18.1K 0.01% 850
2026
Q1 		$509K Buy
5,328
+790
+17% +$80.2K 0.01% 881
2025
Q4 		$472K Buy
4,538
+10
+0.2% +$1.04K 0.01% 905
2025
Q3 		$476K Buy
4,528
+76
+2% +$7.63K 0.01% 879
2025
Q2 		$445K Buy
4,452
+30
+0.7% +$2.6K 0.01% 839
2025
Q1 		$364K Buy
4,422
+176
+4% +$15.6K 0.01% 839
2024
Q4 		$384K Sell
4,246
-49
-1% -$4.33K 0.01% 797
2024
Q3 		$368K Buy
4,295
+23
+0.5% +$1.86K 0.01% 814
2024
Q2 		$338K Buy
4,272
+100
+2% +$7.65K 0.01% 841
2024
Q1 		$315K Sell
4,172
-203
-5% -$14.6K 0.01% 846
2023
Q4 		$297K Hold
4,375
– – 0.01% 824
2023
Q3 		$261K Hold
4,375
– – 0.01% 828
2023
Q2 		$273K Sell
4,375
-40
-0.9% -$2.3K 0.01% 840
2023
Q1 		$244K Hold
4,415
– – 0.01% 845
2022
Q4 		$215K Hold
4,415
– – 0.01% 851
2022
Q3 		$213K Hold
4,415
– – 0.01% 813
2022
Q2 		$221K Hold
4,415
– – 0.01% 764
2022
Q1 		$287K Sell
4,415
-475
-10% -$30.3K 0.02% 730
2021
Q4 		$351K Hold
4,890
– – 0.02% 684
2021
Q3 		$321K Hold
4,890
– – 0.02% 695
2021
Q2 		$317K Sell
4,890
-240
-5% -$14.7K 0.02% 672
2021
Q1 		$296K Sell
5,130
-8,850
-63% -$518K 0.02% 633
2020
Q4 		$811K Buy
13,980
+1,760
+14% +$97.6K 0.06% 360
2020
Q3 		$654K Sell
12,220
-1,110
-8% -$57.2K 0.06% 357
2020
Q2 		$625K Buy
+13,330
New +$579K 0.06% 330

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mutual Advisors's ILCG Position: Q2 2026 in Review

Mutual Advisors reduced its iShares Morningstar Growth ETF (ILCG) stake by 3% in Q2 2026, selling an estimated $18.1K and leaving 5,166 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #850.

Mutual Advisors first reported a position in ILCG in Q2 2020 and has held it in 25 quarters since. The position peaked at $811K in Q4 2020. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Mutual Advisors held 5,166 shares of iShares Morningstar Growth ETF worth $605K as of Q2 2026.
  • Mutual Advisors sold 162 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $18.1K.
  • iShares Morningstar Growth ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #850 holding.
  • Mutual Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Mutual Advisors's iShares Morningstar Growth ETF position peaked at $811K in Q4 2020.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.