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ORG Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

ORG Partners’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
2025
Q4 		$273K Buy
2,622
+617
+31% +$64.4K 0.05% 283
2025
Q3 		$216K Buy
+2,005
New +$201K 0.04% 330

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ORG Partners's ILCG Position: Q4 2025 in Review

ORG Partners increased its iShares Morningstar Growth ETF (ILCG) stake by 31% in Q4 2025, buying an estimated $64.4K and bringing the position to 2,622 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #283.

ORG Partners first reported a position in ILCG in Q3 2025 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold ILCG as of Q4 2025.

  • ORG Partners held 2,622 shares of iShares Morningstar Growth ETF worth $273K as of Q4 2025.
  • ORG Partners bought 617 iShares Morningstar Growth ETF shares in Q4 2025, an estimated $64.4K.
  • iShares Morningstar Growth ETF made up 0.05% of ORG Partners's portfolio in Q4 2025, its #283 holding.
  • ORG Partners first reported a position in iShares Morningstar Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.