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

&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
2026 Q2	$8.02M	Buy	68,243 +3,776	+6%	+$422K	0.03%	447
2026 Q1	$6.16M	Buy	64,467 +6,469	+11%	+$657K	0.03%	469
2025 Q4	$6.04M	Buy	57,998 +2,045	+4%	+$214K	0.03%	440
2025 Q3	$5.84M	Buy	55,953 +1,873	+3%	+$188K	0.04%	384
2025 Q2	$5.24M	Buy	54,080 +655	+1%	+$56.9K	0.04%	358
2025 Q1	$4.33M	Buy	53,425 +2,776	+5%	+$246K	0.05%	326
2024 Q4	$4.62M	Buy	+50,649	New	+$4.48M	0.06%	293

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

&Partners's ILCG Position: Q2 2026 in Review

&Partners increased its iShares Morningstar Growth ETF (ILCG) stake by 5.9% in Q2 2026, buying an estimated $422K and bringing the position to 68,243 shares worth $8.02M. The position accounts for 0.03% of the portfolio, ranked #447.

&Partners first reported a position in ILCG in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

&Partners held 68,243 shares of iShares Morningstar Growth ETF worth $8.02M as of Q2 2026.
&Partners bought 3,776 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $422K.
iShares Morningstar Growth ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #447 holding.
&Partners first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.