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

Win 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 		– Sell
-43,902
Closed -$4.25M – 66
2025
Q2 		$4.25M Buy
+43,902
New +$3.81M 2.05% 15
2025
Q1 		– Sell
-26,618
Closed -$2.38M – 66
2024
Q4 		$2.38M Buy
26,618
+21,643
+435% +$1.91M 1.15% 26
2024
Q3 		$418K Sell
4,975
-228
-4% -$18.5K 0.2% 51
2024
Q2 		$424K Buy
+5,203
New +$398K 0.19% 45
2024
Q1 		– Sell
-31,137
Closed -$2.11M – 70
2023
Q4 		$2.11M Buy
+31,137
New +$1.97M 0.96% 23
2023
Q3 		– Sell
-10,048
Closed -$492K – 54
2023
Q2 		$492K Buy
+10,048
New +$578K 0.66% 19
2023
Q1 		– Sell
-161
Closed -$7.84K – 88
2022
Q4 		$7.84K Hold
161
– – ﹤0.01% 107
2022
Q3 		$8K Hold
161
– – ﹤0.01% 98
2022
Q2 		$8K Hold
161
– – 0.02% 123
2022
Q1 		$10K Sell
161
-23,638
-99% -$1.51M ﹤0.01% 139
2021
Q4 		$1.71M Buy
+23,799
New +$1.67M 0.39% 31

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

Win Advisors's ILCG Position: Q3 2025 in Review

Win Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2025, closing a stake of 43,902 shares — an estimated $4.25M sold.

Win Advisors first reported a position in ILCG in Q4 2021 and held it in 11 quarters. The position peaked at $4.25M in Q2 2025. 325 funds tracked by Wall St. Rank hold ILCG as of Q3 2025.

  • Win Advisors reported no remaining iShares Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Win Advisors sold 43,902 iShares Morningstar Growth ETF shares in Q3 2025, an estimated $4.25M.
  • Win Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2021 and held it in 11 quarters.
  • Win Advisors's iShares Morningstar Growth ETF position peaked at $4.25M in Q2 2025.
  • 325 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2025.

Based on Win Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.