Washington Trust Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Washington Trust 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	$87.8K	Hold	750	–	–	0.01%	309
2026 Q1	$71.6K	Hold	750	–	–	0.01%	324
2025 Q4	$78K	Hold	750	–	–	0.01%	310
2025 Q3	$78.2K	Hold	750	–	–	0.01%	309
2025 Q2	$72.7K	Hold	750	–	–	0.01%	286
2025 Q1	$60.7K	Hold	750	–	–	0.01%	302
2024 Q4	$67.2K	Hold	750	–	–	0.01%	300
2024 Q3	$63K	Hold	750	–	–	0.01%	299
2024 Q2	$61.1K	Hold	750	–	–	0.01%	295
2024 Q1	$56.6K	Hold	750	–	–	0.01%	300
2023 Q4	$50.9K	Hold	750	–	–	﹤0.01%	306
2023 Q3	$44.7K	Hold	750	–	–	﹤0.01%	320
2023 Q2	$46.8K	Hold	750	–	–	﹤0.01%	300
2023 Q1	$41.5K	Hold	750	–	–	﹤0.01%	333
2022 Q4	$36.5K	Hold	750	–	–	﹤0.01%	344
2022 Q3	$36K	Hold	750	–	–	﹤0.01%	431
2022 Q2	$38K	Hold	750	–	–	﹤0.01%	440
2022 Q1	$49K	Hold	750	–	–	﹤0.01%	451
2021 Q4	$54K	Buy	+750	New	+$52.7K	﹤0.01%	458

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

Washington Trust Advisors's ILCG Position: Q2 2026 in Review

Washington Trust Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 750 shares worth $87.8K. The position accounts for 0.01% of the portfolio, ranked #309.

Washington Trust Advisors first reported a position in ILCG in Q4 2021 and has held it in 19 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Washington Trust Advisors held 750 shares of iShares Morningstar Growth ETF worth $87.8K as of Q2 2026.
Washington Trust Advisors left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #309 holding.
Washington Trust Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.