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Savant Capital’s iShares Morningstar Growth ETF ILCG Stock Holding History

Savant Capital’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 		$3.43M Buy
29,350
+2,581
+10% +$289K 0.01% 487
2026
Q1 		$2.56M Hold
26,769
– – 0.01% 375
2025
Q4 		$2.79M Buy
26,769
+107
+0.4% +$11.2K 0.02% 342
2025
Q3 		$2.78M Sell
26,662
-673
-2% -$67.6K 0.02% 329
2025
Q2 		$2.65M Buy
27,335
+572
+2% +$49.7K 0.02% 315
2025
Q1 		$2.17M Sell
26,763
-795
-3% -$70.4K 0.02% 323
2024
Q4 		$2.47M Sell
27,558
-12,460
-31% -$1.1M 0.02% 387
2024
Q3 		$3.36M Buy
40,018
+24,474
+157% +$1.98M 0.03% 299
2024
Q2 		$1.27M Hold
15,544
– – 0.01% 519
2024
Q1 		$1.17M Hold
15,544
– – 0.01% 497
2023
Q4 		$1.05M Hold
15,544
– – 0.01% 403
2023
Q3 		$927K Hold
15,544
– – 0.01% 403
2023
Q2 		$969K Sell
15,544
-975
-6% -$56K 0.02% 389
2023
Q1 		$914K Sell
16,519
-1,188
-7% -$62.2K 0.02% 346
2022
Q4 		$862K Sell
17,707
-1,241
-7% -$62.1K 0.02% 275
2022
Q3 		$914K Buy
18,948
+438
+2% +$23.7K 0.03% 243
2022
Q2 		$927K Sell
18,510
-2,518
-12% -$140K 0.03% 241
2022
Q1 		$1.37M Sell
21,028
-135
-0.6% -$8.62K 0.04% 203
2021
Q4 		$1.52M Hold
21,163
– – 0.05% 197
2021
Q3 		$1.39M Buy
+21,163
New +$1.43M 0.05% 189

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

Savant Capital's ILCG Position: Q2 2026 in Review

Savant Capital increased its iShares Morningstar Growth ETF (ILCG) stake by 9.6% in Q2 2026, buying an estimated $289K and bringing the position to 29,350 shares worth $3.43M. The position accounts for 0.01% of the portfolio, ranked #487.

Savant Capital first reported a position in ILCG in Q3 2021 and has held it in 20 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Savant Capital held 29,350 shares of iShares Morningstar Growth ETF worth $3.43M as of Q2 2026.
  • Savant Capital bought 2,581 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $289K.
  • iShares Morningstar Growth ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #487 holding.
  • Savant Capital first reported a position in iShares Morningstar Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.