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Signature Equity Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Signature Equity Partners’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 		$100K Buy
858
+174
+25% +$19.5K 0.05% 298
2026
Q1 		$65.3K Buy
684
+107
+19% +$10.9K 0.04% 355
2025
Q4 		$60K Buy
+577
New +$60.3K 0.03% 360

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

Signature Equity Partners's ILCG Position: Q2 2026 in Review

Signature Equity Partners increased its iShares Morningstar Growth ETF (ILCG) stake by 25% in Q2 2026, buying an estimated $19.5K and bringing the position to 858 shares worth $100K. The position accounts for 0.05% of the portfolio, ranked #298.

Signature Equity Partners first reported a position in ILCG in Q4 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Signature Equity Partners held 858 shares of iShares Morningstar Growth ETF worth $100K as of Q2 2026.
  • Signature Equity Partners bought 174 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $19.5K.
  • iShares Morningstar Growth ETF made up 0.05% of Signature Equity Partners's portfolio in Q2 2026, its #298 holding.
  • Signature Equity Partners first reported a position in iShares Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.