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WFA Asset Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

WFA Asset Management’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 		$4.4K Hold
52
– – ﹤0.01% 171
2025
Q2 		$4.25K Hold
52
– – ﹤0.01% 180
2025
Q1 		$3.94K Hold
52
– – ﹤0.01% 205
2024
Q4 		$4.7K Hold
52
– – ﹤0.01% 196
2024
Q3 		$4.4K Hold
52
– – ﹤0.01% 172
2024
Q2 		$4.25K Hold
52
– – ﹤0.01% 181
2024
Q1 		$3.94K Hold
52
– – ﹤0.01% 206
2023
Q4 		$3.54K Buy
+52
New +$3.29K ﹤0.01% 199

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CT
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

WFA Asset Management's ILCG Position: Q3 2025 in Review

WFA Asset Management held its iShares Morningstar Growth ETF (ILCG) position steady in Q3 2025 at 52 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

WFA Asset Management first reported a position in ILCG in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.7K in Q4 2024. 325 funds tracked by Wall St. Rank hold ILCG as of Q3 2025.

  • WFA Asset Management held 52 shares of iShares Morningstar Growth ETF worth $4.4K as of Q3 2025.
  • WFA Asset Management left its iShares Morningstar Growth ETF share count unchanged in Q3 2025.
  • iShares Morningstar Growth ETF made up ﹤0.01% of WFA Asset Management's portfolio in Q3 2025, its #171 holding.
  • WFA Asset Management first reported a position in iShares Morningstar Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • WFA Asset Management's iShares Morningstar Growth ETF position peaked at $4.7K in Q4 2024.
  • 325 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.