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Stratos Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Stratos Wealth 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 		$328K Buy
2,802
+2
+0.1% +$224 0.02% 475
2026
Q1 		$267K Buy
2,800
+3
+0.1% +$305 0.02% 508
2025
Q4 		$291K Buy
2,797
+4
+0.1% +$418 0.01% 533
2025
Q3 		$291K Buy
2,793
+278
+11% +$27.9K 0.01% 559
2025
Q2 		$244K Buy
2,515
+3
+0.1% +$261 0.01% 589
2025
Q1 		$203K Buy
2,512
+3
+0.1% +$266 0.01% 630
2024
Q4 		$225K Buy
2,509
+4
+0.2% +$354 0.01% 646
2024
Q3 		$211K Buy
2,505
+4
+0.2% +$324 0.01% 693
2024
Q2 		$204K Buy
+2,501
New +$191K 0.01% 662
2020
Q2 		– Sell
-2,875
Closed -$107K – 309
2020
Q1 		$107K Buy
+2,875
New +$120K 0.08% 166

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

Stratos Wealth Advisors's ILCG Position: Q2 2026 in Review

Stratos Wealth Advisors increased its iShares Morningstar Growth ETF (ILCG) stake by 0.07% in Q2 2026, buying an estimated $224 and bringing the position to 2,802 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #475.

Stratos Wealth Advisors first reported a position in ILCG in Q1 2020 and has held it in 10 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Stratos Wealth Advisors held 2,802 shares of iShares Morningstar Growth ETF worth $328K as of Q2 2026.
  • Stratos Wealth Advisors bought 2 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $224.
  • iShares Morningstar Growth ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q2 2026, its #475 holding.
  • Stratos Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q1 2020 and has held it in 10 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.