Thurston Springer Miller Herd & Titak’s iShares Morningstar Growth ETF ILCG Stock Holding History

Thurston Springer Miller Herd & Titak’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	$936K	Hold	8,000	–	–	0.34%	82
2026 Q1	$764K	Hold	8,000	–	–	0.32%	86
2025 Q4	$832K	Buy	+8,000	New	+$835K	0.29%	88
2025 Q3	–	Sell	-8,000	Closed	-$775K	–	945
2025 Q2	$775K	Hold	8,000	–	–	0.1%	197
2025 Q1	$648K	Buy	+8,000	New	+$709K	0.11%	170
2024 Q3	–	Sell	-1,481	Closed	-$121K	–	1555
2024 Q2	$121K	Buy	+1,481	New	+$113K	0.04%	382

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

Thurston Springer Miller Herd & Titak's ILCG Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 8,000 shares worth $936K. The position accounts for 0.34% of the portfolio, ranked #82.

Thurston Springer Miller Herd & Titak first reported a position in ILCG in Q2 2024 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Thurston Springer Miller Herd & Titak held 8,000 shares of iShares Morningstar Growth ETF worth $936K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.34% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #82 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares Morningstar Growth ETF in Q2 2024 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 Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.