Smartleaf Asset Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Smartleaf Asset Management’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	$345	Hold	3	–	–	﹤0.01%	3249
2026 Q1	$275	Hold	3	–	–	﹤0.01%	3304
2025 Q4	$315	Hold	3	–	–	﹤0.01%	3320
2025 Q3	$311	Hold	3	–	–	﹤0.01%	2915
2025 Q2	$288	Sell	3 -2	-40%	-$174	﹤0.01%	2637
2025 Q1	$405	Sell	5 -4,111	-100%	-$364K	﹤0.01%	2728
2024 Q4	$372K	Buy	+4,116	New	+$364K	0.04%	386
2024 Q3	–	Sell	-7	Closed	-$574	–	2945
2024 Q2	$574	Sell	7 -1,137	-99%	-$87K	﹤0.01%	2522
2024 Q1	$86.5K	Buy	+1,144	New	+$82.4K	0.02%	553

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

Smartleaf Asset Management's ILCG Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 3 shares worth $345. The position accounts for ﹤0.01% of the portfolio, ranked #3249.

Smartleaf Asset Management first reported a position in ILCG in Q1 2024 and has held it in 9 quarters since. The position peaked at $372K in Q4 2024. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Smartleaf Asset Management held 3 shares of iShares Morningstar Growth ETF worth $345 as of Q2 2026.
Smartleaf Asset Management left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3249 holding.
Smartleaf Asset Management first reported a position in iShares Morningstar Growth ETF in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's iShares Morningstar Growth ETF position peaked at $372K in Q4 2024.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.