Prospera Financial Services’s iShares Morningstar Growth ETF ILCG Stock Holding History

Prospera Financial Services’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 Q4	–	Sell	-21,553	Closed	-$2.25M	–	1395
2025 Q3	$2.25M	Buy	+21,553	New	+$2.16M	0.04%	447
2024 Q4	–	Sell	-3,007	Closed	-$253K	–	1158
2024 Q3	$253K	Sell	3,007 -31,988	-91%	-$2.59M	0.01%	987
2024 Q2	$2.85M	Buy	+34,995	New	+$2.68M	0.08%	269
2022 Q2	–	Sell	-860	Closed	-$56K	–	2096
2022 Q1	$56K	Buy	+860	New	+$54.9K	﹤0.01%	1323
2020 Q1	–	Sell	-6,775	Closed	-$284K	–	572
2019 Q4	$284K	Sell	6,775 -50	-0.7%	-$1.99K	0.02%	492
2019 Q3	$261K	Buy	+6,825	New	+$265K	0.03%	460

Other funds holding ILCG

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Prospera Financial Services's ILCG Position: Q4 2025 in Review

Prospera Financial Services sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2025, closing a stake of 21,553 shares — an estimated $2.25M sold.

Prospera Financial Services first reported a position in ILCG in Q3 2019 and held it in 6 quarters. The position peaked at $2.85M in Q2 2024. 342 funds tracked by Wall St. Rank hold ILCG as of Q4 2025.

Prospera Financial Services reported no remaining iShares Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
Prospera Financial Services sold 21,553 iShares Morningstar Growth ETF shares in Q4 2025, an estimated $2.25M.
Prospera Financial Services first reported a position in iShares Morningstar Growth ETF in Q3 2019 and held it in 6 quarters.
Prospera Financial Services's iShares Morningstar Growth ETF position peaked at $2.85M in Q2 2024.
342 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.