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Barnes Dennig Private Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Barnes Dennig Private Wealth Management’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 		$23.1K Hold
197
– – 0.02% 207
2026
Q1 		$18.8K Hold
197
– – 0.02% 213
2025
Q4 		$20.5K Hold
197
– – 0.02% 200
2025
Q3 		$20.5K Buy
+197
New +$19.8K 0.02% 190

Other funds holding ILCG

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
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
AWMNH
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $319M AUM 17.85% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Barnes Dennig Private Wealth Management's ILCG Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 197 shares worth $23.1K. The position accounts for 0.02% of the portfolio, ranked #207.

Barnes Dennig Private Wealth Management first reported a position in ILCG in Q3 2025 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 197 shares of iShares Morningstar Growth ETF worth $23.1K as of Q2 2026.
  • Barnes Dennig Private Wealth Management left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.02% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Barnes Dennig Private Wealth Management first reported a position in iShares Morningstar Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.