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ILCG icon

Transce3nd’s iShares Morningstar Growth ETF ILCG Stock Holding History

Transce3nd’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
2025
Q3 		– Sell
-331
Closed -$32.1K – 639
2025
Q2 		$32.1K Buy
+331
New +$28.7K 0.01% 370
2025
Q1 		– Sell
-88
Closed -$7.88K – 1378
2024
Q4 		$7.88K Buy
+88
New +$7.78K ﹤0.01% 809

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Transce3nd's ILCG Position: Q3 2025 in Review

Transce3nd sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2025, closing a stake of 331 shares — an estimated $32.1K sold.

Transce3nd first reported a position in ILCG in Q4 2024 and held it in 2 quarters. The position peaked at $32.1K in Q2 2025. 325 funds tracked by Wall St. Rank hold ILCG as of Q3 2025.

  • Transce3nd reported no remaining iShares Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 331 iShares Morningstar Growth ETF shares in Q3 2025, an estimated $32.1K.
  • Transce3nd first reported a position in iShares Morningstar Growth ETF in Q4 2024 and held it in 2 quarters.
  • Transce3nd's iShares Morningstar Growth ETF position peaked at $32.1K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.