Nations Financial Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Nations Financial Group’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	$289K	Buy	2,471 +1	+0%	+$112	0.01%	654
2026 Q1	$236K	Buy	2,470 +1	+0%	+$102	0.01%	693
2025 Q4	$257K	Sell	2,469 -98	-4%	-$10.2K	0.01%	661
2025 Q3	$268K	Buy	2,567 +1	+0%	+$100	0.02%	612
2025 Q2	$249K	Buy	2,566 +1	+0%	+$87	0.02%	598
2025 Q1	$208K	Buy	2,565 +2	+0.1%	+$177	0.02%	607
2024 Q4	$230K	Buy	2,563 +1	+0%	+$88	0.02%	615
2024 Q3	$215K	Buy	2,562 +2	+0.1%	+$162	0.02%	632
2024 Q2	$208K	Buy	+2,560	New	+$196K	0.02%	603
2023 Q4	–	Sell	-40,876	Closed	-$2.44M	–	634
2023 Q3	$2.44M	Buy	40,876 +1,167	+3%	+$72.6K	0.25%	100
2023 Q2	$2.48M	Buy	39,709 +2,173	+6%	+$125K	0.24%	101
2023 Q1	$2.08M	Buy	37,536 +4,999	+15%	+$262K	0.22%	120
2022 Q4	$1.58M	Buy	32,537 +3,696	+13%	+$185K	0.18%	145
2022 Q3	$1.39M	Buy	28,841 +1,011	+4%	+$54.6K	0.2%	122
2022 Q2	$1.39M	Sell	27,830 -1,029	-4%	-$57K	0.19%	135
2022 Q1	$1.88M	Sell	28,859 -5,346	-16%	-$341K	0.23%	110
2021 Q4	$2.46M	Buy	34,205 +2,530	+8%	+$178K	0.32%	69
2021 Q3	$2.08M	Buy	+31,675	New	+$2.14M	0.32%	70

Other funds holding ILCG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

AWMNH

Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $319M AUM 17.85% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Nations Financial Group's ILCG Position: Q2 2026 in Review

Nations Financial Group increased its iShares Morningstar Growth ETF (ILCG) stake by 0.04% in Q2 2026, buying an estimated $112 and bringing the position to 2,471 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #654.

Nations Financial Group first reported a position in ILCG in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.48M in Q2 2023. 106 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Nations Financial Group held 2,471 shares of iShares Morningstar Growth ETF worth $289K as of Q2 2026.
Nations Financial Group bought 1 iShares Morningstar Growth ETF share in Q2 2026, an estimated $112.
iShares Morningstar Growth ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #654 holding.
Nations Financial Group first reported a position in iShares Morningstar Growth ETF in Q3 2021 and has held it in 18 quarters since.
Nations Financial Group's iShares Morningstar Growth ETF position peaked at $2.48M in Q2 2023.
106 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.