Signature Estate & Investment Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Signature Estate & Investment 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	$656K	Buy	5,607 +122	+2%	+$13.6K	0.01%	378
2026 Q1	$524K	Sell	5,485 -61	-1%	-$6.2K	0.01%	410
2025 Q4	$577K	Sell	5,546 -776	-12%	-$81K	0.01%	363
2025 Q3	$659K	Sell	6,322 -918	-13%	-$92.2K	0.01%	333
2025 Q2	$702K	Buy	7,240 +8	+0.1%	+$695	0.02%	295
2025 Q1	$586K	Buy	7,232 +9	+0.1%	+$798	0.02%	308
2024 Q4	$647K	Sell	7,223 -14	-0.2%	-$1.24K	0.02%	285
2024 Q3	$608K	Buy	7,237 +12	+0.2%	+$973	0.01%	286
2024 Q2	$588K	Buy	+7,225	New	+$553K	0.01%	272

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 22.9% 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

Signature Estate & Investment Advisors's ILCG Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares Morningstar Growth ETF (ILCG) stake by 2.2% in Q2 2026, buying an estimated $13.6K and bringing the position to 5,607 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #378.

Signature Estate & Investment Advisors first reported a position in ILCG in Q2 2024 and has held it in 9 quarters since. The position peaked at $702K in Q2 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Signature Estate & Investment Advisors held 5,607 shares of iShares Morningstar Growth ETF worth $656K as of Q2 2026.
Signature Estate & Investment Advisors bought 122 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $13.6K.
iShares Morningstar Growth ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #378 holding.
Signature Estate & Investment Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's iShares Morningstar Growth ETF position peaked at $702K in Q2 2025.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.