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Pinnacle Financial Partners (Georgia)’s iShares Morningstar Growth ETF ILCG Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$251K Hold
2,145
– – ﹤0.01% 1057
2026
Q1 		$205K Hold
2,145
– – ﹤0.01% 1050
2025
Q4 		$223K Buy
+2,145
New +$224K ﹤0.01% 1000

Other funds holding ILCG

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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 Partners (Georgia)'s ILCG Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 2,145 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Pinnacle Financial Partners (Georgia) first reported a position in ILCG in Q4 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 2,145 shares of iShares Morningstar Growth ETF worth $251K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #1057 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in iShares Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.