Sanctuary Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Sanctuary 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	$5.25M	Buy	44,894 +4,090	+10%	+$457K	0.02%	589
2026 Q1	$3.9M	Buy	40,804 +6,910	+20%	+$702K	0.02%	637
2025 Q4	$3.53M	Buy	33,894 +355	+1%	+$37.1K	0.02%	659
2025 Q3	$3.5M	Sell	33,539 -2,119	-6%	-$213K	0.02%	649
2025 Q2	$3.46M	Buy	35,658 +3,814	+12%	+$331K	0.02%	627
2025 Q1	$2.58M	Sell	31,844 -11,067	-26%	-$981K	0.02%	692
2024 Q4	$3.96M	Sell	42,911 -12,272	-22%	-$1.09M	0.03%	589
2024 Q3	$4.93M	Buy	55,183 +15,405	+39%	+$1.25M	0.03%	510
2024 Q2	$2.92M	Buy	+39,778	New	+$3.04M	0.02%	653

Other funds holding ILCG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Sanctuary Advisors's ILCG Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Morningstar Growth ETF (ILCG) stake by 10% in Q2 2026, buying an estimated $457K and bringing the position to 44,894 shares worth $5.25M. The position accounts for 0.02% of the portfolio, ranked #589.

Sanctuary Advisors first reported a position in ILCG in Q2 2024 and has held it in 9 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Sanctuary Advisors held 44,894 shares of iShares Morningstar Growth ETF worth $5.25M as of Q2 2026.
Sanctuary Advisors bought 4,090 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $457K.
iShares Morningstar Growth ETF made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #589 holding.
Sanctuary Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.