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Tred Avon Family Wealth’s iShares Morningstar Growth ETF ILCG Stock Holding History

Tred Avon Family Wealth’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 		$202K Buy
+1,730
New +$193K 0.06% 262
2025
Q4 		– Sell
-3,460
Closed -$361K – 260
2025
Q3 		$361K Buy
+3,460
New +$347K 0.12% 186

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Tred Avon Family Wealth's ILCG Position: Q2 2026 in Review

Tred Avon Family Wealth opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 1,730 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #262 among its holdings. This is a return to the name: Tred Avon Family Wealth previously reported a position in ILCG as recently as Q3 2025.

Tred Avon Family Wealth first reported a position in ILCG in Q3 2025 and has held it in 2 quarters since. The position peaked at $361K in Q3 2025. 288 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Tred Avon Family Wealth held 1,730 shares of iShares Morningstar Growth ETF worth $202K as of Q2 2026.
  • iShares Morningstar Growth ETF was a new Tred Avon Family Wealth position in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.06% of Tred Avon Family Wealth's portfolio in Q2 2026, its #262 holding.
  • Tred Avon Family Wealth first reported a position in iShares Morningstar Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • Tred Avon Family Wealth's iShares Morningstar Growth ETF position peaked at $361K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.