Pinnacle Financial Group
ILCG icon

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
Q3 		$2.55M Buy
21,839
+2
+0% +$230 0.61% 42
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 $468B AUM 17.69% 1-Year Est. Return
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

Pinnacle Financial Group's ILCG Position: Q3 2026 in Review

Pinnacle Financial Group increased its iShares Morningstar Growth ETF (ILCG) stake by 0.01% in Q3 2026, buying an estimated $230 and bringing the position to 21,839 shares worth $2.55M. The position accounts for 0.61% of the portfolio, ranked #42.

Pinnacle Financial Group first reported a position in ILCG in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.56M in Q2 2026. 239 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Pinnacle Financial Group held 21,839 shares of iShares Morningstar Growth ETF worth $2.55M as of Q3 2026.
  • Pinnacle Financial Group bought 2 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $230.
  • iShares Morningstar Growth ETF made up 0.61% of Pinnacle Financial Group's portfolio in Q3 2026, its #42 holding.
  • Pinnacle Financial Group first reported a position in iShares Morningstar Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Pinnacle Financial Group's iShares Morningstar Growth ETF position peaked at $2.56M in Q2 2026.
  • 239 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Pinnacle Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.