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Pineridge Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Pineridge 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
2025
Q3 		$6.17K Hold
59
– – ﹤0.01% 238
2025
Q2 		$5.72K Buy
+59
New +$5.12K ﹤0.01% 285
2024
Q3 		– Sell
-304
Closed -$24.8K – 640
2024
Q2 		$24.8K Buy
+304
New +$23.3K 0.01% 192

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Pineridge Advisors's ILCG Position: Q3 2025 in Review

Pineridge Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q3 2025 at 59 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Pineridge Advisors first reported a position in ILCG in Q2 2024 and has held it in 3 quarters since. The position peaked at $24.8K in Q2 2024. 325 funds tracked by Wall St. Rank hold ILCG as of Q3 2025.

  • Pineridge Advisors held 59 shares of iShares Morningstar Growth ETF worth $6.17K as of Q3 2025.
  • Pineridge Advisors left its iShares Morningstar Growth ETF share count unchanged in Q3 2025.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #238 holding.
  • Pineridge Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • Pineridge Advisors's iShares Morningstar Growth ETF position peaked at $24.8K in Q2 2024.
  • 325 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.