Twin Peaks Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Twin Peaks Wealth 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	$1.54M	Buy	13,138 +2,207	+20%	+$247K	0.35%	61
2026 Q1	$1.04M	Buy	10,931 +505	+5%	+$51.3K	0.26%	70
2025 Q4	$1.08M	Buy	10,426 +3,858	+59%	+$403K	0.31%	68
2025 Q3	$685K	Buy	6,568 +22	+0.3%	+$2.21K	0.23%	78
2025 Q2	$666K	Buy	+6,546	New	+$569K	0.22%	76

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

Twin Peaks Wealth Advisors's ILCG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares Morningstar Growth ETF (ILCG) stake by 20% in Q2 2026, buying an estimated $247K and bringing the position to 13,138 shares worth $1.54M. The position accounts for 0.35% of the portfolio, ranked #61.

Twin Peaks Wealth Advisors first reported a position in ILCG in Q2 2025 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Twin Peaks Wealth Advisors held 13,138 shares of iShares Morningstar Growth ETF worth $1.54M as of Q2 2026.
Twin Peaks Wealth Advisors bought 2,207 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $247K.
iShares Morningstar Growth ETF made up 0.35% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.