RIA
ILCG icon

Regal Investment Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Regal Investment Advisors’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 		$263K Buy
+2,248
New +$251K 0.01% 602
2015
Q4 		– Sell
-305
Closed -$6K – 566
2015
Q3 		$6K Hold
305
– – ﹤0.01% 782
2015
Q2 		$7K Hold
305
– – ﹤0.01% 701
2015
Q1 		$7K Buy
+305
New +$7.11K ﹤0.01% 760

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

Regal Investment Advisors's ILCG Position: Q2 2026 in Review

Regal Investment Advisors opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 2,248 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #602 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in ILCG as recently as Q3 2015.

Regal Investment Advisors first reported a position in ILCG in Q1 2015 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Regal Investment Advisors held 2,248 shares of iShares Morningstar Growth ETF worth $263K as of Q2 2026.
  • iShares Morningstar Growth ETF was a new Regal Investment Advisors position in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #602 holding.
  • Regal Investment Advisors first reported a position in iShares Morningstar Growth ETF in Q1 2015 and has held it in 4 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.