Ashton Thomas Private Wealth’s iShares Morningstar Growth ETF ILCG Stock Holding History

Ashton Thomas Private Wealth’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	$3.04K	Hold	26	–	–	﹤0.01%	1550
2026 Q1	$2.48K	Buy	+26	New	+$2.64K	﹤0.01%	1464
2024 Q3	–	Sell	-20	Closed	-$1.63K	–	1206
2024 Q2	$1.63K	Sell	20 -6,608	-100%	-$506K	﹤0.01%	1771
2024 Q1	$500K	Buy	6,628 +641	+11%	+$46.2K	0.03%	417
2023 Q4	$406K	Buy	+5,987	New	+$379K	0.03%	454
2023 Q3	–	Sell	-6,615	Closed	-$412K	–	581
2023 Q2	$412K	Sell	6,615 -4,420	-40%	-$254K	0.03%	427
2023 Q1	$611K	Buy	+11,035	New	+$578K	0.05%	334

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

Ashton Thomas Private Wealth's ILCG Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 26 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Ashton Thomas Private Wealth first reported a position in ILCG in Q1 2023 and has held it in 7 quarters since. The position peaked at $611K in Q1 2023. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Ashton Thomas Private Wealth held 26 shares of iShares Morningstar Growth ETF worth $3.04K as of Q2 2026.
Ashton Thomas Private Wealth left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1550 holding.
Ashton Thomas Private Wealth first reported a position in iShares Morningstar Growth ETF in Q1 2023 and has held it in 7 quarters since.
Ashton Thomas Private Wealth's iShares Morningstar Growth ETF position peaked at $611K in Q1 2023.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.