Paladin Advisory Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Paladin Advisory 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 Q1	$429K	Hold	4,490	–	–	0.33%	50
2025 Q4	$467K	Hold	4,490	–	–	0.34%	51
2025 Q3	$468K	Hold	4,490	–	–	0.37%	47
2025 Q2	$435K	Hold	4,490	–	–	0.33%	55
2025 Q1	$364K	Hold	4,490	–	–	0.29%	59
2024 Q4	$402K	Hold	4,490	–	–	0.31%	57
2024 Q3	$377K	Hold	4,490	–	–	0.28%	61
2024 Q2	$368K	Hold	4,490	–	–	0.29%	58
2024 Q1	$339K	Sell	4,490 -100	-2%	-$7.21K	0.27%	61
2023 Q4	$311K	Hold	4,590	–	–	0.26%	64
2023 Q3	$274K	Hold	4,590	–	–	0.23%	74
2023 Q2	$286K	Hold	4,590	–	–	0.23%	75
2023 Q1	$254K	Buy	+4,590	New	+$240K	0.21%	83
2022 Q2	–	Sell	-4,415	Closed	-$245K	–	384
2022 Q1	$287K	Buy	+4,415	New	+$282K	0.23%	74

Other funds holding ILCG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paladin Advisory Group's ILCG Position: Q1 2026 in Review

Paladin Advisory Group held its iShares Morningstar Growth ETF (ILCG) position steady in Q1 2026 at 4,490 shares worth $429K. The position accounts for 0.33% of the portfolio, ranked #50.

Paladin Advisory Group first reported a position in ILCG in Q1 2022 and has held it in 14 quarters since. The position peaked at $468K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

Paladin Advisory Group held 4,490 shares of iShares Morningstar Growth ETF worth $429K as of Q1 2026.
Paladin Advisory Group left its iShares Morningstar Growth ETF share count unchanged in Q1 2026.
iShares Morningstar Growth ETF made up 0.33% of Paladin Advisory Group's portfolio in Q1 2026, its #50 holding.
Paladin Advisory Group first reported a position in iShares Morningstar Growth ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's iShares Morningstar Growth ETF position peaked at $468K in Q3 2025.
326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.