OneDigital Investment Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

OneDigital Investment 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	$260K	Buy	+2,223	New	+$249K	﹤0.01%	1372
2022 Q3	–	Sell	-4,693	Closed	-$235K	–	775
2022 Q2	$235K	Sell	4,693 -3,450	-42%	-$191K	0.01%	616
2022 Q1	$529K	Buy	8,143 +3,597	+79%	+$230K	0.02%	428
2021 Q4	$326K	Sell	4,546 -7,063	-61%	-$497K	0.01%	575
2021 Q3	$761K	Buy	11,609 +7,909	+214%	+$534K	0.03%	322
2021 Q2	$240K	Buy	+3,700	New	+$227K	0.01%	622

Other funds holding ILCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

OneDigital Investment Advisors's ILCG Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 2,223 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #1372 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in ILCG as recently as Q2 2022.

OneDigital Investment Advisors first reported a position in ILCG in Q2 2021 and has held it in 6 quarters since. The position peaked at $761K in Q3 2021. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

OneDigital Investment Advisors held 2,223 shares of iShares Morningstar Growth ETF worth $260K as of Q2 2026.
iShares Morningstar Growth ETF was a new OneDigital Investment Advisors position in Q2 2026.
iShares Morningstar Growth ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1372 holding.
OneDigital Investment Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2021 and has held it in 6 quarters since.
OneDigital Investment Advisors's iShares Morningstar Growth ETF position peaked at $761K in Q3 2021.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.