PFG
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Pinnacle Financial Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Pinnacle Financial 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
2026
Q2 		$2.56M Buy
21,837
+2
+0% +$224 0.62% 39
2026
Q1 		$2.08M Buy
21,835
+2
+0% +$203 0.57% 39
2025
Q4 		$2.27M Sell
21,833
-997
-4% -$104K 0.66% 37
2025
Q3 		$2.38M Buy
22,830
+3
+0% +$301 0.72% 34
2025
Q2 		$2.21M Buy
22,827
+3
+0% +$261 0.74% 31
2025
Q1 		$1.85M Sell
22,824
-278
-1% -$24.6K 0.67% 33
2024
Q4 		$2.07M Sell
23,102
-17
-0.1% -$1.5K 0.81% 29
2024
Q3 		$1.94M Buy
23,119
+4
+0% +$324 0.76% 29
2024
Q2 		$1.88M Hold
23,115
– – 0.8% 29
2024
Q1 		$1.74M Sell
23,115
-200
-0.9% -$14.4K 0.77% 29
2023
Q4 		$1.58M Sell
23,315
-750
-3% -$47.4K 0.81% 28
2023
Q3 		$1.44M Hold
24,065
– – 0.85% 27
2023
Q2 		$1.5M Hold
24,065
– – 0.85% 26
2023
Q1 		$1.33M Hold
24,065
– – 0.8% 27
2022
Q4 		$1.17M Sell
24,065
-1,030
-4% -$51.5K 0.83% 27
2022
Q3 		$1.21M Hold
25,095
– – 1.05% 24
2022
Q2 		$1.26M Sell
25,095
-15
-0.1% -$831 1.07% 23
2022
Q1 		$1.63M Sell
25,110
-3,030
-11% -$193K 1.32% 19
2021
Q4 		$2.02M Buy
+28,140
New +$1.98M 1.56% 15

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

Pinnacle Financial Group's ILCG Position: Q2 2026 in Review

Pinnacle Financial Group increased its iShares Morningstar Growth ETF (ILCG) stake by 0.01% in Q2 2026, buying an estimated $224 and bringing the position to 21,837 shares worth $2.56M. The position accounts for 0.62% of the portfolio, ranked #39.

Pinnacle Financial Group first reported a position in ILCG in Q4 2021 and has held it in 19 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Pinnacle Financial Group held 21,837 shares of iShares Morningstar Growth ETF worth $2.56M as of Q2 2026.
  • Pinnacle Financial Group bought 2 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $224.
  • iShares Morningstar Growth ETF made up 0.62% of Pinnacle Financial Group's portfolio in Q2 2026, its #39 holding.
  • Pinnacle Financial Group first reported a position in iShares Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.