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

Summit 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 		$999K Sell
8,535
-82
-1% -$9.17K 0.01% 839
2026
Q1 		$823K Sell
8,617
-566
-6% -$57.5K 0.01% 838
2025
Q4 		$955K Buy
9,183
+17
+0.2% +$1.77K 0.01% 685
2025
Q3 		$956K Buy
+9,166
New +$921K 0.01% 669

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

Summit Financial's ILCG Position: Q2 2026 in Review

Summit Financial reduced its iShares Morningstar Growth ETF (ILCG) stake by 0.95% in Q2 2026, selling an estimated $9.17K and leaving 8,535 shares worth $999K. The position accounts for 0.01% of the portfolio, ranked #839.

Summit Financial first reported a position in ILCG in Q3 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Summit Financial held 8,535 shares of iShares Morningstar Growth ETF worth $999K as of Q2 2026.
  • Summit Financial sold 82 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $9.17K.
  • iShares Morningstar Growth ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #839 holding.
  • Summit Financial first reported a position in iShares Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

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