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Waterloo Capital’s iShares Morningstar Growth ETF ILCG Stock Holding History

Waterloo Capital’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 		$2.09M Buy
+17,839
New +$1.99M 0.12% 170

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

Waterloo Capital's ILCG Position: Q2 2026 in Review

Waterloo Capital opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 17,839 shares worth $2.09M. The stake represents 0.12% of the portfolio and ranks #170 among its holdings.

351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Waterloo Capital held 17,839 shares of iShares Morningstar Growth ETF worth $2.09M as of Q2 2026.
  • iShares Morningstar Growth ETF was a new Waterloo Capital position in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.12% of Waterloo Capital's portfolio in Q2 2026, its #170 holding.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.