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Principal Securities’s iShares Morningstar Growth ETF ILCG Stock Holding History

Principal Securities’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 		$1.21M Sell
10,338
-610
-6% -$68.2K 0.01% 717
2026
Q1 		$1.05M Buy
10,948
+927
+9% +$94.2K 0.02% 716
2025
Q4 		$1.04M Sell
10,021
-235
-2% -$24.5K 0.02% 684
2025
Q3 		$1.07M Sell
10,256
-212
-2% -$21.3K 0.02% 646
2025
Q2 		$1.01M Buy
10,468
+3,137
+43% +$272K 0.02% 609
2025
Q1 		$657K Buy
7,331
+507
+7% +$44.9K 0.01% 681
2024
Q4 		$611K Sell
6,824
-77
-1% -$6.81K 0.01% 700
2024
Q3 		$580K Buy
6,901
+177
+3% +$14.3K 0.01% 710
2024
Q2 		$547K Buy
6,724
+332
+5% +$25.4K 0.02% 671
2024
Q1 		$482K Buy
6,392
+714
+13% +$51.4K 0.02% 679
2023
Q4 		$385K Buy
+5,678
New +$359K 0.01% 708

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

Principal Securities's ILCG Position: Q2 2026 in Review

Principal Securities reduced its iShares Morningstar Growth ETF (ILCG) stake by 5.6% in Q2 2026, selling an estimated $68.2K and leaving 10,338 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #717.

Principal Securities first reported a position in ILCG in Q4 2023 and has held it in 11 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Principal Securities held 10,338 shares of iShares Morningstar Growth ETF worth $1.21M as of Q2 2026.
  • Principal Securities sold 610 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $68.2K.
  • iShares Morningstar Growth ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #717 holding.
  • Principal Securities first reported a position in iShares Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.