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White Pine Investment Company’s iShares Morningstar Growth ETF ILCG Stock Holding History

White Pine Investment Company’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 		$8.7M Buy
74,336
+1,312
+2% +$147K 1.85% 26
2026
Q1 		$6.97M Buy
73,024
+4,628
+7% +$470K 1.62% 30
2025
Q4 		$7.12M Buy
68,396
+523
+0.8% +$54.6K 1.68% 27
2025
Q3 		$7.08M Sell
67,873
-317
-0.5% -$31.8K 1.68% 26
2025
Q2 		$6.61M Sell
68,190
-234
-0.3% -$20.3K 1.65% 27
2025
Q1 		$5.54M Sell
68,424
-567
-0.8% -$50.2K 1.49% 30
2024
Q4 		$6.18M Buy
68,991
+2,008
+3% +$178K 1.67% 25
2024
Q3 		$5.63M Buy
66,983
+1,913
+3% +$155K 1.54% 27
2024
Q2 		$5.3M Buy
65,070
+460
+0.7% +$35.2K 1.56% 28
2024
Q1 		$4.88M Buy
64,610
+463
+0.7% +$33.4K 1.44% 30
2023
Q4 		$4.35M Buy
64,147
+1,972
+3% +$125K 1.4% 31
2023
Q3 		$3.71M Buy
62,175
+6,475
+12% +$403K 1.3% 33
2023
Q2 		$3.47M Buy
55,700
+4,535
+9% +$261K 1.2% 36
2023
Q1 		$2.83M Buy
51,165
+16,770
+49% +$878K 1.02% 39
2022
Q4 		$1.67M Buy
34,395
+10,744
+45% +$537K 0.64% 44
2022
Q3 		$1.14M Buy
23,651
+5,216
+28% +$282K 0.47% 47
2022
Q2 		$923K Buy
18,435
+3,612
+24% +$200K 0.36% 45
2022
Q1 		$963K Buy
14,823
+7,487
+102% +$478K 0.33% 46
2021
Q4 		$527K Buy
7,336
+3,503
+91% +$246K 0.18% 49
2021
Q3 		$251K Buy
+3,833
New +$259K 0.09% 56

Other funds holding ILCG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

White Pine Investment Company's ILCG Position: Q2 2026 in Review

White Pine Investment Company increased its iShares Morningstar Growth ETF (ILCG) stake by 1.8% in Q2 2026, buying an estimated $147K and bringing the position to 74,336 shares worth $8.7M. The position accounts for 1.85% of the portfolio, ranked #26.

White Pine Investment Company first reported a position in ILCG in Q3 2021 and has held it in 20 quarters since. 199 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • White Pine Investment Company held 74,336 shares of iShares Morningstar Growth ETF worth $8.7M as of Q2 2026.
  • White Pine Investment Company bought 1,312 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $147K.
  • iShares Morningstar Growth ETF made up 1.85% of White Pine Investment Company's portfolio in Q2 2026, its #26 holding.
  • White Pine Investment Company first reported a position in iShares Morningstar Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 199 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.