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StoneX Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

StoneX Group’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 		$328K Hold
2,805
– – 0.01% 771
2026
Q1 		$268K Hold
2,805
– – 0.01% 625
2025
Q4 		$292K Hold
2,805
– – 0.01% 713
2025
Q3 		$293K Sell
2,805
-263
-9% -$26.4K 0.01% 709
2025
Q2 		$297K Buy
3,068
+263
+9% +$22.8K 0.01% 665
2025
Q1 		$227K Sell
2,805
-5
-0.2% -$443 0.01% 731
2024
Q4 		$252K Buy
2,810
+5
+0.2% +$442 0.01% 675
2024
Q3 		$236K Sell
2,805
-114
-4% -$9.24K 0.02% 543
2024
Q2 		$238K Buy
2,919
+114
+4% +$8.73K 0.02% 531
2024
Q1 		$212K Buy
+2,805
New +$202K 0.02% 520
2023
Q2 		– Sell
-5,947
Closed -$329K – 681
2023
Q1 		$329K Buy
+5,947
New +$311K 0.04% 383
2022
Q3 		– Sell
-4,236
Closed -$212K – 641
2022
Q2 		$212K Buy
+4,236
New +$235K 0.03% 529
2022
Q1 		– Sell
-2,805
Closed -$201K – 657
2021
Q4 		$201K Buy
+2,805
New +$197K 0.02% 524

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

StoneX Group's ILCG Position: Q2 2026 in Review

StoneX Group held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 2,805 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #771.

StoneX Group first reported a position in ILCG in Q4 2021 and has held it in 13 quarters since. The position peaked at $329K in Q1 2023. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • StoneX Group held 2,805 shares of iShares Morningstar Growth ETF worth $328K as of Q2 2026.
  • StoneX Group left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #771 holding.
  • StoneX Group first reported a position in iShares Morningstar Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • StoneX Group's iShares Morningstar Growth ETF position peaked at $329K in Q1 2023.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.