Truist Financial
ILCG icon

Truist Financial’s iShares Morningstar Growth ETF ILCG Stock Holding History

Truist Financial’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 		$1.75M Sell
14,945
-64
-0.4% -$7.16K ﹤0.01% 1459
2026
Q1 		$1.43M Buy
15,009
+165
+1% +$16.8K ﹤0.01% 1509
2025
Q4 		$1.54M Sell
14,844
-3,430
-19% -$358K ﹤0.01% 1446
2025
Q3 		$1.91M Buy
18,274
+1,358
+8% +$136K ﹤0.01% 1359
2025
Q2 		$1.64M Sell
16,916
-11,680
-41% -$1.01M ﹤0.01% 1379
2025
Q1 		$2.32M Sell
28,596
-944
-3% -$83.7K ﹤0.01% 1152
2024
Q4 		$2.65M Sell
29,540
-2,440
-8% -$216K ﹤0.01% 1107
2024
Q3 		$2.69M Sell
31,980
-36
-0.1% -$2.92K ﹤0.01% 1104
2024
Q2 		$2.61M Sell
32,016
-789
-2% -$60.4K ﹤0.01% 1154
2024
Q1 		$2.48M Sell
32,805
-205
-0.6% -$14.8K ﹤0.01% 1179
2023
Q4 		$2.24M Sell
33,010
-933
-3% -$59K ﹤0.01% 1204
2023
Q3 		$2.02M Buy
33,943
+559
+2% +$34.8K ﹤0.01% 1236
2023
Q2 		$2.08M Sell
33,384
-4,412
-12% -$254K ﹤0.01% 1250
2023
Q1 		$2.09M Sell
37,796
-25,693
-40% -$1.35M ﹤0.01% 1210
2022
Q4 		$3.09M Buy
63,489
+24,279
+62% +$1.21M 0.01% 1014
2022
Q3 		$1.89M Buy
39,210
+514
+1% +$27.8K ﹤0.01% 1203
2022
Q2 		$1.94M Buy
38,696
+12,810
+49% +$710K ﹤0.01% 1233
2022
Q1 		$1.68M Buy
25,886
+25
+0.1% +$1.59K ﹤0.01% 1366
2021
Q4 		$1.86M Sell
25,861
-4,535
-15% -$319K ﹤0.01% 1330
2021
Q3 		$1.99M Buy
30,396
+4,675
+18% +$316K ﹤0.01% 1279
2021
Q2 		$1.67M Buy
25,721
+4,471
+21% +$274K ﹤0.01% 1384
2021
Q1 		$1.23M Sell
21,250
-1,120
-5% -$65.5K ﹤0.01% 1466
2020
Q4 		$1.3M Sell
22,370
-1,425
-6% -$79.1K ﹤0.01% 1358
2020
Q3 		$1.27M Sell
23,795
-725
-3% -$37.4K ﹤0.01% 1268
2020
Q2 		$1.15M Sell
24,520
-45
-0.2% -$1.96K ﹤0.01% 1248
2020
Q1 		$913K Buy
24,565
+150
+0.6% +$6.27K ﹤0.01% 1295
2019
Q4 		$1.02M Buy
+24,415
New +$970K ﹤0.01% 1421

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

Truist Financial's ILCG Position: Q2 2026 in Review

Truist Financial reduced its iShares Morningstar Growth ETF (ILCG) stake by 0.43% in Q2 2026, selling an estimated $7.16K and leaving 14,945 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Truist Financial first reported a position in ILCG in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.09M in Q4 2022. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Truist Financial held 14,945 shares of iShares Morningstar Growth ETF worth $1.75M as of Q2 2026.
  • Truist Financial sold 64 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $7.16K.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1459 holding.
  • Truist Financial first reported a position in iShares Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's iShares Morningstar Growth ETF position peaked at $3.09M in Q4 2022.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.