World Investment Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

World Investment 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
2026 Q2	$330K	Hold	3,460	–	–	0.01%	1162
2026 Q1	$330K	Sell	3,460 -280	-7%	-$28.4K	0.01%	1202
2025 Q4	$389K	Buy	3,740 +155	+4%	+$16.2K	0.01%	1060
2025 Q3	$374K	Buy	3,585 +629	+21%	+$63.2K	0.01%	904
2025 Q2	$286K	Hold	2,956	–	–	0.01%	934
2025 Q1	$239K	Sell	2,956 -4,619	-61%	-$409K	0.01%	952
2024 Q4	$679K	Buy	+7,575	New	+$670K	0.02%	572
2024 Q3	–	Sell	-109,403	Closed	-$8.91M	–	916
2024 Q2	$8.91M	Buy	109,403 +3,516	+3%	+$269K	0.55%	38
2024 Q1	$7.99M	Buy	+105,887	New	+$7.63M	1.14%	18

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

World Investment Advisors's ILCG Position: Q2 2026 in Review

World Investment Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 3,460 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #1162.

World Investment Advisors first reported a position in ILCG in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.91M in Q2 2024. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

World Investment Advisors held 3,460 shares of iShares Morningstar Growth ETF worth $330K as of Q2 2026.
World Investment Advisors left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1162 holding.
World Investment Advisors first reported a position in iShares Morningstar Growth ETF in Q1 2024 and has held it in 9 quarters since.
World Investment Advisors's iShares Morningstar Growth ETF position peaked at $8.91M in Q2 2024.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.