Syntegra Private Wealth Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Syntegra Private Wealth 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	$497K	Hold	4,244	–	–	0.04%	124
2026 Q1	$405K	Hold	4,244	–	–	0.04%	124
2025 Q4	$442K	Buy	4,244 +76	+2%	+$7.94K	0.04%	120
2025 Q3	$435K	Hold	4,168	–	–	0.04%	119
2025 Q2	$404K	Hold	4,168	–	–	0.04%	115
2025 Q1	$338K	Hold	4,168	–	–	0.04%	116
2024 Q4	$373K	Hold	4,168	–	–	0.04%	102
2024 Q3	$350K	Hold	4,168	–	–	0.04%	110
2024 Q2	$339K	Sell	4,168 -83	-2%	-$6.35K	0.04%	105
2024 Q1	$321K	Hold	4,251	–	–	0.04%	105
2023 Q4	$288K	Hold	4,251	–	–	0.04%	106
2023 Q3	$254K	Hold	4,251	–	–	0.04%	108
2023 Q2	$265K	Hold	4,251	–	–	0.04%	114
2023 Q1	$235K	Buy	4,251 +1	+0%	+$52	0.04%	113
2022 Q4	$207K	Buy	+4,250	New	+$213K	0.04%	106

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

Syntegra Private Wealth Group's ILCG Position: Q2 2026 in Review

Syntegra Private Wealth Group held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 4,244 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #124.

Syntegra Private Wealth Group first reported a position in ILCG in Q4 2022 and has held it in 15 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Syntegra Private Wealth Group held 4,244 shares of iShares Morningstar Growth ETF worth $497K as of Q2 2026.
Syntegra Private Wealth Group left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.04% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #124 holding.
Syntegra Private Wealth Group first reported a position in iShares Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.