PAG
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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
2023
Q1 		– Sell
-4,590
Closed -$223K – 369
2022
Q4 		$223K Buy
4,590
+300
+7% +$15K 0.19% 85
2022
Q3 		$207K Sell
4,290
-125
-3% -$6.76K 0.19% 85
2022
Q2 		$221K Buy
+4,415
New +$245K 0.19% 84
2022
Q1 		– Sell
-4,365
Closed -$313K – 382
2021
Q4 		$313K Buy
+4,365
New +$307K 0.25% 73

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

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.