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 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 22.96% 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

Paladin Advisory Group's ILCG Position: Q2 2026 in Review

Paladin Advisory Group held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 4,490 shares worth $525K. The position accounts for 0.35% of the portfolio, ranked #51.

Paladin Advisory Group first reported a position in ILCG in Q1 2022 and has held it in 15 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Paladin Advisory Group held 4,490 shares of iShares Morningstar Growth ETF worth $525K as of Q2 2026.
Paladin Advisory Group left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.35% of Paladin Advisory Group's portfolio in Q2 2026, its #51 holding.
Paladin Advisory Group first reported a position in iShares Morningstar Growth ETF in Q1 2022 and has held it in 15 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.