Sequoia Financial Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Sequoia Financial 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	$438K	Hold	3,740	–	–	﹤0.01%	1424
2026 Q1	$357K	Hold	3,740	–	–	﹤0.01%	1463
2025 Q4	$389K	Hold	3,740	–	–	﹤0.01%	1421
2025 Q3	$390K	Hold	3,740	–	–	﹤0.01%	1252
2025 Q2	$362K	Hold	3,740	–	–	﹤0.01%	1160
2025 Q1	$303K	Sell	3,740 -24	-0.6%	-$2.13K	﹤0.01%	1056
2024 Q4	$337K	Sell	3,764 -11	-0.3%	-$973	﹤0.01%	975
2024 Q3	$317K	Hold	3,775	–	–	﹤0.01%	938
2024 Q2	$307K	Buy	3,775 +500	+15%	+$38.3K	﹤0.01%	884
2024 Q1	$247K	Hold	3,275	–	–	﹤0.01%	950
2023 Q4	$222K	Sell	3,275 -370	-10%	-$23.4K	﹤0.01%	1055
2023 Q3	$217K	Hold	3,645	–	–	﹤0.01%	823
2023 Q2	$227K	Hold	3,645	–	–	﹤0.01%	812
2023 Q1	$202K	Buy	+3,645	New	+$191K	﹤0.01%	763
2022 Q2	–	Sell	-5,445	Closed	-$354K	–	633
2022 Q1	$354K	Hold	5,445	–	–	0.01%	443
2021 Q4	$391K	Buy	5,445 +2,080	+62%	+$146K	0.01%	381
2021 Q3	$221K	Sell	3,365 -530	-14%	-$35.8K	0.02%	237
2021 Q2	$252K	Sell	3,895 -2,000	-34%	-$123K	0.01%	410
2021 Q1	$340K	Buy	5,895 +250	+4%	+$14.6K	0.01%	312
2020 Q4	$327K	Sell	5,645 -35	-0.6%	-$1.94K	0.02%	308
2020 Q3	$304K	Hold	5,680	–	–	0.02%	294
2020 Q2	$266K	Hold	5,680	–	–	0.02%	307
2020 Q1	$211K	Hold	5,680	–	–	0.02%	325
2019 Q4	$239K	Sell	5,680 -355	-6%	-$14.1K	0.02%	334
2019 Q3	$231K	Hold	6,035	–	–	0.02%	321
2019 Q2	$232K	Sell	6,035 -440	-7%	-$16.4K	0.02%	324
2019 Q1	$237K	Hold	6,475	–	–	0.02%	318
2018 Q4	$205K	Hold	6,475	–	–	0.02%	268
2018 Q3	$241K	Hold	6,475	–	–	0.02%	267
2018 Q2	$226K	Sell	6,475 -310	-5%	-$10.5K	0.02%	275
2018 Q1	$222K	Sell	6,785 -1,775	-21%	-$58.9K	0.02%	268
2017 Q4	$268K	Hold	8,560	–	–	0.03%	237
2017 Q3	$251K	Hold	8,560	–	–	0.03%	235
2017 Q2	$238K	Sell	8,560 -2,255	-21%	-$62K	0.03%	237
2017 Q1	$285K	Sell	10,815 -875	-7%	-$22.5K	0.04%	205
2016 Q4	$283K	Sell	11,690 -1,240	-10%	-$29.9K	0.04%	203
2016 Q3	$315K	Buy	12,930 +860	+7%	+$20.9K	0.06%	165
2016 Q2	$283K	Sell	12,070 -825	-6%	-$19.4K	0.08%	179
2016 Q1	$305K	Sell	12,895 -810	-6%	-$18.2K	0.1%	136
2015 Q4	$330K	Sell	13,705 -1,600	-10%	-$38.8K	0.13%	118
2015 Q3	$343K	Sell	15,305 -275	-2%	-$6.53K	0.15%	109
2015 Q2	$370K	Sell	15,580 -315	-2%	-$7.56K	0.16%	115
2015 Q1	$376K	Sell	15,895 -330	-2%	-$7.7K	0.17%	109
2014 Q4	$367K	Sell	16,225 -1,950	-11%	-$43.2K	0.25%	89
2014 Q3	$396K	Sell	18,175 -2,180	-11%	-$47.3K	0.27%	89
2014 Q2	$434K	Sell	20,355 -1,990	-9%	-$40.6K	0.33%	75
2014 Q1	$445K	Sell	22,345 -5,855	-21%	-$117K	0.37%	77
2013 Q4	$562K	Buy	+28,200	New	+$535K	0.47%	62

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

Sequoia Financial Advisors's ILCG Position: Q2 2026 in Review

Sequoia Financial Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 3,740 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Sequoia Financial Advisors first reported a position in ILCG in Q4 2013 and has held it in 48 quarters since. The position peaked at $562K in Q4 2013. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Sequoia Financial Advisors held 3,740 shares of iShares Morningstar Growth ETF worth $438K as of Q2 2026.
Sequoia Financial Advisors left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1424 holding.
Sequoia Financial Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2013 and has held it in 48 quarters since.
Sequoia Financial Advisors's iShares Morningstar Growth ETF position peaked at $562K in Q4 2013.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.