Transamerica Financial Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Transamerica Financial 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	$5.41K	Hold	46	–	–	﹤0.01%	1102
2026 Q1	$4.41K	Hold	46	–	–	﹤0.01%	1062
2025 Q4	$4.8K	Sell	46 -1	-2%	-$104	﹤0.01%	969
2025 Q3	$4.8K	Buy	+47	New	+$4.72K	﹤0.01%	873
2019 Q3	–	Sell	-1,445	Closed	-$56K	–	302
2019 Q2	$56K	Buy	+1,445	New	+$54K	0.01%	248

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 22.9% 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

Transamerica Financial Advisors's ILCG Position: Q2 2026 in Review

Transamerica Financial Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 46 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Transamerica Financial Advisors first reported a position in ILCG in Q2 2019 and has held it in 5 quarters since. The position peaked at $56K in Q2 2019. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Transamerica Financial Advisors held 46 shares of iShares Morningstar Growth ETF worth $5.41K as of Q2 2026.
Transamerica Financial Advisors left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1102 holding.
Transamerica Financial Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2019 and has held it in 5 quarters since.
Transamerica Financial Advisors's iShares Morningstar Growth ETF position peaked at $56K in Q2 2019.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.