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Outlook Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Outlook Wealth 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
Q1 		$576K Hold
6,031
– – 0.14% 158
2025
Q4 		$627K Hold
6,031
– – 0.14% 148
2025
Q3 		$629K Buy
6,031
+51
+0.9% +$5.12K 0.16% 138
2025
Q2 		$579K Hold
5,980
– – 0.15% 133
2025
Q1 		$484K Hold
5,980
– – 0.13% 139
2024
Q4 		$536K Hold
5,980
– – 0.15% 126
2024
Q3 		$503K Hold
5,980
– – 0.14% 131
2024
Q2 		$348K Hold
5,980
– – 0.11% 186
2024
Q1 		$451K Sell
5,980
-470
-7% -$33.9K 0.14% 150
2023
Q4 		$437K Sell
6,450
-295
-4% -$18.7K 0.15% 134
2023
Q3 		$402K Sell
6,745
-122
-2% -$7.58K 0.15% 141
2023
Q2 		$428K Buy
6,867
+122
+2% +$7.01K 0.16% 138
2023
Q1 		$373K Hold
6,745
– – 0.17% 136
2022
Q4 		$328K Hold
6,745
– – 0.16% 127
2022
Q3 		$326K Hold
6,745
– – 0.15% 141
2022
Q2 		$338K Sell
6,745
-1,050
-13% -$58.2K 0.14% 145
2022
Q1 		$507K Sell
7,795
-1,230
-14% -$78.5K 0.17% 134
2021
Q4 		$648K Buy
9,025
+13
+0.1% +$914 0.19% 118
2021
Q3 		$591K Buy
9,012
+99
+1% +$6.68K 0.19% 127
2021
Q2 		$577K Sell
8,913
-14,182
-61% -$870K 0.18% 139
2021
Q1 		$1.33M Sell
23,095
-6,370
-22% -$373K 0.46% 57
2020
Q4 		$1.71M Sell
29,465
-2,390
-8% -$133K 0.62% 40
2020
Q3 		$1.7M Buy
31,855
+8,755
+38% +$451K 0.68% 36
2020
Q2 		$1.08M Buy
+23,100
New +$1M 0.46% 58

Other funds holding ILCG

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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Outlook Wealth Advisors's ILCG Position: Q1 2026 in Review

Outlook Wealth Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q1 2026 at 6,031 shares worth $576K. The position accounts for 0.14% of the portfolio, ranked #158.

Outlook Wealth Advisors first reported a position in ILCG in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.71M in Q4 2020. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Outlook Wealth Advisors held 6,031 shares of iShares Morningstar Growth ETF worth $576K as of Q1 2026.
  • Outlook Wealth Advisors left its iShares Morningstar Growth ETF share count unchanged in Q1 2026.
  • iShares Morningstar Growth ETF made up 0.14% of Outlook Wealth Advisors's portfolio in Q1 2026, its #158 holding.
  • Outlook Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Outlook Wealth Advisors's iShares Morningstar Growth ETF position peaked at $1.71M in Q4 2020.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.