Wealthstream Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Wealthstream 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
2025 Q3	$1.41M	Hold	13,565	–	–	0.21%	41
2025 Q2	$1.31M	Hold	13,565	–	–	0.22%	40
2025 Q1	$1.1M	Hold	13,565	–	–	0.21%	40
2024 Q4	$1.22M	Hold	13,565	–	–	0.22%	36
2024 Q3	$1.14M	Hold	13,565	–	–	0.21%	40
2024 Q2	$1.1M	Hold	13,565	–	–	0.4%	37
2024 Q1	$1.02M	Hold	13,565	–	–	0.39%	39
2023 Q4	$920K	Buy	+13,565	New	+$858K	0.38%	37

Other funds holding ILCG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Wealthstream Advisors's ILCG Position: Q3 2025 in Review

Wealthstream Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q3 2025 at 13,565 shares worth $1.41M. The position accounts for 0.21% of the portfolio, ranked #41.

Wealthstream Advisors first reported a position in ILCG in Q4 2023 and has held it in 8 quarters since. 325 funds tracked by Wall St. Rank hold ILCG as of Q3 2025.

Wealthstream Advisors held 13,565 shares of iShares Morningstar Growth ETF worth $1.41M as of Q3 2025.
Wealthstream Advisors left its iShares Morningstar Growth ETF share count unchanged in Q3 2025.
iShares Morningstar Growth ETF made up 0.21% of Wealthstream Advisors's portfolio in Q3 2025, its #41 holding.
Wealthstream Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2023 and has held it in 8 quarters since.
325 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.