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Sunbelt Securities’s iShares Morningstar Growth ETF ILCG Stock Holding History

Sunbelt Securities’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
Q1 		$624K Buy
6,536
+3
+0% +$305 0.04% 355
2025
Q4 		$680K Sell
6,533
-87
-1% -$9.09K 0.05% 330
2025
Q3 		$690K Sell
6,620
-41
-0.6% -$4.12K 0.05% 313
2025
Q2 		$597K Buy
6,661
+47
+0.7% +$4.08K 0.05% 308
2025
Q1 		$536K Sell
6,614
-47
-0.7% -$4.17K 0.05% 306
2024
Q4 		$603K Sell
6,661
-147
-2% -$13K 0.05% 310
2024
Q3 		$572K Buy
6,808
+4
+0.1% +$324 0.06% 324
2024
Q2 		$554K Buy
6,804
+503
+8% +$38.5K 0.06% 313
2024
Q1 		$476K Sell
6,301
-31
-0.5% -$2.23K 0.05% 338
2023
Q4 		$429K Buy
6,332
+880
+16% +$55.7K 0.05% 339
2023
Q3 		$325K Buy
5,452
+162
+3% +$10.1K 0.05% 383
2023
Q2 		$330K Buy
5,290
+3,050
+136% +$175K 0.05% 367
2023
Q1 		$122K Buy
+2,240
New +$117K 0.02% 540
2021
Q4 		– Sell
-6,173
Closed -$404K – 491
2021
Q3 		$404K Hold
6,173
– – 0.07% 293
2021
Q2 		$404K Sell
6,173
-197
-3% -$12.1K 0.07% 293
2021
Q1 		$368K Buy
6,370
+2,065
+48% +$121K 0.07% 295
2020
Q4 		$250K Buy
+4,305
New +$239K 0.05% 331

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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sunbelt Securities's ILCG Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Morningstar Growth ETF (ILCG) stake by 0.05% in Q1 2026, buying an estimated $305 and bringing the position to 6,536 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #355.

Sunbelt Securities first reported a position in ILCG in Q4 2020 and has held it in 17 quarters since. The position peaked at $690K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Sunbelt Securities held 6,536 shares of iShares Morningstar Growth ETF worth $624K as of Q1 2026.
  • Sunbelt Securities bought 3 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $305.
  • iShares Morningstar Growth ETF made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #355 holding.
  • Sunbelt Securities first reported a position in iShares Morningstar Growth ETF in Q4 2020 and has held it in 17 quarters since.
  • Sunbelt Securities's iShares Morningstar Growth ETF position peaked at $690K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.