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

Stratos Wealth Partners’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	$494K	Buy	4,220 +1,438	+52%	+$161K	0.01%	1153
2026 Q1	$266K	Sell	2,782 -250	-8%	-$25.4K	﹤0.01%	1393
2025 Q4	$315K	Buy	+3,032	New	+$317K	﹤0.01%	1261
2018 Q4	–	Sell	-2,730	Closed	-$101K	–	1613
2018 Q3	$101K	Buy	+2,730	New	+$98.9K	﹤0.01%	1125
2018 Q2	–	Sell	-9,140	Closed	-$300K	–	1736
2018 Q1	$300K	Buy	9,140 +4,820	+112%	+$160K	0.01%	721
2017 Q4	$135K	Sell	4,320 -6,550	-60%	-$200K	0.01%	1031
2017 Q3	$318K	Sell	10,870 -335	-3%	-$9.64K	0.02%	663
2017 Q2	$312K	Buy	11,205 +480	+4%	+$13.2K	0.02%	620
2017 Q1	$282K	Buy	+10,725	New	+$275K	0.02%	597
2016 Q4	–	Sell	-8,970	Closed	-$219K	–	746
2016 Q3	$219K	Buy	+8,970	New	+$218K	0.01%	601

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

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

Stratos Wealth Partners increased its iShares Morningstar Growth ETF (ILCG) stake by 52% in Q2 2026, buying an estimated $161K and bringing the position to 4,220 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #1153.

Stratos Wealth Partners first reported a position in ILCG in Q3 2016 and has held it in 10 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Stratos Wealth Partners held 4,220 shares of iShares Morningstar Growth ETF worth $494K as of Q2 2026.
Stratos Wealth Partners bought 1,438 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $161K.
iShares Morningstar Growth ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1153 holding.
Stratos Wealth Partners first reported a position in iShares Morningstar Growth ETF in Q3 2016 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 Partners's 13F filing for Q2 2026, filed 11 Aug 2026.