Stifel Financial
ILCG icon

Stifel Financial’s iShares Morningstar Growth ETF ILCG Stock Holding History

Stifel Financial’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 		$3.62M Buy
30,918
+3,357
+12% +$375K ﹤0.01% 1621
2026
Q1 		$2.63M Sell
27,561
-17
-0.1% -$1.73K ﹤0.01% 1762
2025
Q4 		$2.87M Sell
27,578
-17,783
-39% -$1.86M ﹤0.01% 1684
2025
Q3 		$4.73M Sell
45,361
-2,905
-6% -$292K ﹤0.01% 1341
2025
Q2 		$4.68M Sell
48,266
-160
-0.3% -$13.9K ﹤0.01% 1289
2025
Q1 		$3.92M Sell
48,426
-2,692
-5% -$239K ﹤0.01% 1326
2024
Q4 		$4.58M Sell
51,118
-2,327
-4% -$206K ﹤0.01% 1255
2024
Q3 		$4.49M Sell
53,445
-4,394
-8% -$356K ﹤0.01% 1268
2024
Q2 		$4.71M Buy
57,839
+3,472
+6% +$266K 0.01% 1177
2024
Q1 		$4.1M Buy
54,367
+1,272
+2% +$91.6K ﹤0.01% 1257
2023
Q4 		$3.6M Sell
53,095
-1,345
-2% -$85.1K ﹤0.01% 1294
2023
Q3 		$3.25M Buy
54,440
+6,240
+13% +$388K ﹤0.01% 1278
2023
Q2 		$3M Buy
48,200
+7,182
+18% +$413K ﹤0.01% 1349
2023
Q1 		$2.27M Sell
41,018
-3,368
-8% -$176K ﹤0.01% 1494
2022
Q4 		$2.16M Sell
44,386
-4,581
-9% -$229K ﹤0.01% 1470
2022
Q3 		$2.36M Buy
48,967
+761
+2% +$41.1K ﹤0.01% 1350
2022
Q2 		$2.42M Buy
48,206
+5,054
+12% +$280K ﹤0.01% 1379
2022
Q1 		$2.81M Sell
43,152
-17,607
-29% -$1.12M ﹤0.01% 1398
2021
Q4 		$4.36M Sell
60,759
-5,818
-9% -$409K 0.01% 1149
2021
Q3 		$4.36M Buy
66,577
+4,110
+7% +$277K 0.01% 1098
2021
Q2 		$4.04M Sell
62,467
-63
-0.1% -$3.86K 0.01% 1134
2021
Q1 		$3.61M Buy
62,530
+3,870
+7% +$226K 0.01% 1145
2020
Q4 		$3.4M Sell
58,660
-30,065
-34% -$1.67M 0.01% 1071
2020
Q3 		$4.75M Sell
88,725
-2,990
-3% -$154K 0.01% 787
2020
Q2 		$4.3M Sell
91,715
-19,360
-17% -$841K 0.01% 790
2020
Q1 		$4.12M Buy
111,075
+54,010
+95% +$2.26M 0.01% 732
2019
Q4 		$2.39M Buy
57,065
+1,455
+3% +$57.8K 0.01% 1227
2019
Q3 		$2.13M Buy
55,610
+42,575
+327% +$1.65M 0.01% 1270
2019
Q2 		$498K Sell
13,035
-1,335
-9% -$49.9K ﹤0.01% 2216
2019
Q1 		$528K Sell
14,370
-3,075
-18% -$107K ﹤0.01% 2031
2018
Q4 		$552K Sell
17,445
-8,115
-32% -$274K ﹤0.01% 1887
2018
Q3 		$949K Buy
25,560
+14,580
+133% +$528K ﹤0.01% 1706
2018
Q2 		$385K Sell
10,980
-60
-0.5% -$2.04K ﹤0.01% 2151
2018
Q1 		$360K Sell
11,040
-7,950
-42% -$264K ﹤0.01% 2142
2017
Q4 		$594K Buy
18,990
+150
+0.8% +$4.58K ﹤0.01% 1815
2017
Q3 		$550K Hold
18,840
– – ﹤0.01% 1825
2017
Q2 		$525K Buy
18,840
+8,000
+74% +$220K ﹤0.01% 1841
2017
Q1 		$285K Buy
10,840
+400
+4% +$10.3K ﹤0.01% 2118
2016
Q4 		$255K Hold
10,440
– – ﹤0.01% 2128
2016
Q3 		$255K Sell
10,440
-16,475
-61% -$401K ﹤0.01% 2066
2016
Q2 		$630K Buy
26,915
+14,350
+114% +$338K ﹤0.01% 1624
2016
Q1 		$297K Buy
12,565
+500
+4% +$11.2K ﹤0.01% 1828
2015
Q4 		$290K Buy
+12,065
New +$292K ﹤0.01% 1932

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

Stifel Financial's ILCG Position: Q2 2026 in Review

Stifel Financial increased its iShares Morningstar Growth ETF (ILCG) stake by 12% in Q2 2026, buying an estimated $375K and bringing the position to 30,918 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Stifel Financial first reported a position in ILCG in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.75M in Q3 2020. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Stifel Financial held 30,918 shares of iShares Morningstar Growth ETF worth $3.62M as of Q2 2026.
  • Stifel Financial bought 3,357 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $375K.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1621 holding.
  • Stifel Financial first reported a position in iShares Morningstar Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • Stifel Financial's iShares Morningstar Growth ETF position peaked at $4.75M in Q3 2020.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.