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American Financial & Tax Strategies’s iShares Morningstar Growth ETF ILCG Stock Holding History

American Financial & Tax Strategies’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 		$4.92M Sell
42,022
-7,539
-15% -$843K 2.22% 14
2026
Q1 		$4.73M Sell
49,561
-365
-0.7% -$37.1K 2.3% 14
2025
Q4 		$5.19M Sell
49,926
-180
-0.4% -$18.8K 2.59% 11
2025
Q3 		$5.23M Sell
50,106
-810
-2% -$81.3K 2.61% 11
2025
Q2 		$4.93M Sell
50,916
-1,779
-3% -$155K 2.55% 11
2025
Q1 		$4.27M Sell
52,695
-1,102
-2% -$97.7K 2.29% 13
2024
Q4 		$4.82M Sell
53,797
-36
-0.1% -$3.18K 2.5% 11
2024
Q3 		$4.52M Sell
53,833
-1,292
-2% -$105K 2.3% 12
2024
Q2 		$4.49M Sell
55,125
-402
-0.7% -$30.8K 2.37% 12
2024
Q1 		$4.19M Sell
55,527
-2,044
-4% -$147K 2.25% 12
2023
Q4 		$3.9M Buy
+57,571
New +$3.64M 2.23% 12

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

American Financial & Tax Strategies's ILCG Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its iShares Morningstar Growth ETF (ILCG) stake by 15% in Q2 2026, selling an estimated $843K and leaving 42,022 shares worth $4.92M. The position accounts for 2.22% of the portfolio, ranked #14.

American Financial & Tax Strategies first reported a position in ILCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.23M in Q3 2025. 270 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • American Financial & Tax Strategies held 42,022 shares of iShares Morningstar Growth ETF worth $4.92M as of Q2 2026.
  • American Financial & Tax Strategies sold 7,539 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $843K.
  • iShares Morningstar Growth ETF made up 2.22% of American Financial & Tax Strategies's portfolio in Q2 2026, its #14 holding.
  • American Financial & Tax Strategies first reported a position in iShares Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • American Financial & Tax Strategies's iShares Morningstar Growth ETF position peaked at $5.23M in Q3 2025.
  • 270 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.