Wealthspire Advisors (New York)’s iShares Morningstar Growth ETF ILCG Stock Holding History

Wealthspire Advisors (New York)’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	$46.3M	Buy	395,293 +390,660	+8,432%	+$43.7M	0.25%	68
2026 Q1	$442K	Sell	4,633 -14	-0.3%	-$1.42K	﹤0.01%	610
2025 Q4	$483K	Buy	4,647 +15	+0.3%	+$1.57K	﹤0.01%	618
2025 Q3	$483K	Buy	4,632 +6	+0.1%	+$603	﹤0.01%	544
2025 Q2	$448K	Buy	4,626 +1,886	+69%	+$164K	﹤0.01%	564
2025 Q1	$222K	Buy	+2,740	New	+$243K	﹤0.01%	712

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

Wealthspire Advisors (New York)'s ILCG Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Morningstar Growth ETF (ILCG) stake by 8,432% in Q2 2026, buying an estimated $43.7M and bringing the position to 395,293 shares worth $46.3M. The position accounts for 0.25% of the portfolio, ranked #68.

Wealthspire Advisors (New York) first reported a position in ILCG in Q1 2025 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Wealthspire Advisors (New York) held 395,293 shares of iShares Morningstar Growth ETF worth $46.3M as of Q2 2026.
Wealthspire Advisors (New York) bought 390,660 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $43.7M.
iShares Morningstar Growth ETF made up 0.25% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #68 holding.
Wealthspire Advisors (New York) first reported a position in iShares Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.