Pathway Financial Advisors
ILCG icon

Pathway Financial Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Pathway Financial 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
Q3 		$211K Hold
1,805
– – 0.02% 124
2026
Q2 		$206K Buy
+1,805
New +$202K 0.02% 128

Other funds holding ILCG

LPL Financial
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Clearstead Trust
Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Arcadia Wealth Management (New Hampshire)
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $328M AUM 10.95% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Pathway Financial Advisors's ILCG Position: Q3 2026 in Review

Pathway Financial Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q3 2026 at 1,805 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #124.

Pathway Financial Advisors first reported a position in ILCG in Q2 2026 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Pathway Financial Advisors held 1,805 shares of iShares Morningstar Growth ETF worth $211K as of Q3 2026.
  • Pathway Financial Advisors left its iShares Morningstar Growth ETF share count unchanged in Q3 2026.
  • iShares Morningstar Growth ETF made up 0.02% of Pathway Financial Advisors's portfolio in Q3 2026, its #124 holding.
  • Pathway Financial Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.