SMA
ILCG icon

Sage Mountain Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Sage Mountain 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 		$11.7K Hold
100
– – ﹤0.01% 292
2026
Q1 		$9.55K Hold
100
– – ﹤0.01% 274
2025
Q4 		$10.4K Hold
100
– – ﹤0.01% 553
2025
Q3 		$10.4K Hold
100
– – ﹤0.01% 540
2025
Q2 		$9.69K Hold
100
– – ﹤0.01% 484
2025
Q1 		$8.1K Hold
100
– – ﹤0.01% 485
2024
Q4 		$8.96K Buy
+100
New +$8.84K ﹤0.01% 466

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

Sage Mountain Advisors's ILCG Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 100 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Sage Mountain Advisors first reported a position in ILCG in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Sage Mountain Advisors held 100 shares of iShares Morningstar Growth ETF worth $11.7K as of Q2 2026.
  • Sage Mountain Advisors left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #292 holding.
  • Sage Mountain Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.