Raymond James Financial
ILCG icon

Raymond James Financial’s iShares Morningstar Growth ETF ILCG Stock Holding History

Raymond James Financial’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
Q1 		$33.8M Buy
353,858
+132,420
+60% +$13.5M 0.01% 1117
2025
Q4 		$23M Sell
221,438
-54,824
-20% -$5.73M 0.01% 1341
2025
Q3 		$28.8M Buy
276,262
+33,679
+14% +$3.38M 0.01% 1159
2025
Q2 		$23.5M Sell
242,583
-65,645
-21% -$5.7M 0.01% 1242
2025
Q1 		$25M Buy
308,228
+2,444
+0.8% +$217K 0.01% 1140
2024
Q4 		$27.4M Buy
+305,784
New +$27M 0.01% 1098

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 $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial's ILCG Position: Q1 2026 in Review

Raymond James Financial increased its iShares Morningstar Growth ETF (ILCG) stake by 60% in Q1 2026, buying an estimated $13.5M and bringing the position to 353,858 shares worth $33.8M. The position accounts for 0.01% of the portfolio, ranked #1117.

Raymond James Financial first reported a position in ILCG in Q4 2024 and has held it in 6 quarters since. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Raymond James Financial held 353,858 shares of iShares Morningstar Growth ETF worth $33.8M as of Q1 2026.
  • Raymond James Financial bought 132,420 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $13.5M.
  • iShares Morningstar Growth ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1117 holding.
  • Raymond James Financial first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.