TLA
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Tanglewood Legacy Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Tanglewood Legacy 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 		$5.15K Hold
44
– – ﹤0.01% 256
2026
Q1 		$4.2K Hold
44
– – ﹤0.01% 246
2025
Q4 		$4.58K Hold
44
– – ﹤0.01% 240
2025
Q3 		$4.59K Hold
44
– – ﹤0.01% 249
2025
Q2 		$4.26K Hold
44
– – ﹤0.01% 259
2025
Q1 		$3.56K Buy
+44
New +$3.9K ﹤0.01% 271

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

Tanglewood Legacy Advisors's ILCG Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 44 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Tanglewood Legacy Advisors first reported a position in ILCG in Q1 2025 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Tanglewood Legacy Advisors held 44 shares of iShares Morningstar Growth ETF worth $5.15K as of Q2 2026.
  • Tanglewood Legacy Advisors left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #256 holding.
  • Tanglewood Legacy Advisors first reported a position in iShares Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.