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

Patten & Patten’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 		$728K Hold
6,222
– – 0.04% 218
2026
Q1 		$594K Hold
6,222
– – 0.04% 229
2025
Q4 		$647K Hold
6,222
– – 0.04% 222
2025
Q3 		$649K Buy
+6,222
New +$625K 0.04% 226

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Patten & Patten's ILCG Position: Q2 2026 in Review

Patten & Patten held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 6,222 shares worth $728K. The position accounts for 0.04% of the portfolio, ranked #218.

Patten & Patten first reported a position in ILCG in Q3 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Patten & Patten held 6,222 shares of iShares Morningstar Growth ETF worth $728K as of Q2 2026.
  • Patten & Patten left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.04% of Patten & Patten's portfolio in Q2 2026, its #218 holding.
  • Patten & Patten first reported a position in iShares Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.