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Steward Partners Investment Advisory’s iShares Morningstar Growth ETF ILCG Stock Holding History

Steward Partners Investment Advisory’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 		$6.14M Sell
52,499
-891
-2% -$99.6K 0.03% 488
2026
Q1 		$5.1M Buy
53,390
+238
+0.4% +$24.2K 0.03% 510
2025
Q4 		$5.53M Sell
53,152
-1,300
-2% -$136K 0.03% 441
2025
Q3 		$5.68M Buy
54,452
+331
+0.6% +$33.2K 0.03% 442
2025
Q2 		$5.24M Sell
54,121
-675
-1% -$58.6K 0.04% 418
2025
Q1 		$4.44M Sell
54,796
-6,194
-10% -$549K 0.04% 434
2024
Q4 		$5.46M Buy
60,990
+304
+0.5% +$26.9K 0.05% 354
2024
Q3 		$5.1M Sell
60,686
-80
-0.1% -$6.49K 0.05% 356
2024
Q2 		$4.95M Buy
60,766
+3,420
+6% +$262K 0.05% 338
2024
Q1 		$4.33M Buy
57,346
+5,076
+10% +$366K 0.05% 364
2023
Q4 		$3.54M Buy
52,270
+14,357
+38% +$908K 0.05% 356
2023
Q3 		$2.26M Buy
37,913
+28,113
+287% +$1.75M 0.03% 445
2023
Q2 		$611K Sell
9,800
-150
-2% -$8.62K 0.01% 868
2023
Q1 		$551K Sell
9,950
-800
-7% -$41.9K 0.01% 888
2022
Q4 		$523K Sell
10,750
-200
-2% -$10K 0.01% 895
2022
Q3 		$528K Buy
+10,950
New +$592K 0.01% 840
2021
Q2 		– Sell
-1,500
Closed -$86.5K – 7236
2021
Q1 		$86.5K Buy
+1,500
New +$87.8K ﹤0.01% 1696

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

Steward Partners Investment Advisory's ILCG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Morningstar Growth ETF (ILCG) stake by 1.7% in Q2 2026, selling an estimated $99.6K and leaving 52,499 shares worth $6.14M. The position accounts for 0.03% of the portfolio, ranked #488.

Steward Partners Investment Advisory first reported a position in ILCG in Q1 2021 and has held it in 17 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Steward Partners Investment Advisory held 52,499 shares of iShares Morningstar Growth ETF worth $6.14M as of Q2 2026.
  • Steward Partners Investment Advisory sold 891 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $99.6K.
  • iShares Morningstar Growth ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #488 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Morningstar Growth ETF in Q1 2021 and has held it in 17 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.