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Blue Barn Wealth’s iShares Morningstar Growth ETF ILCG Stock Holding History

Blue Barn 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
2025
Q4 		– Sell
-8,719
Closed -$909K – 99
2025
Q3 		$909K Buy
8,719
+1
+0% +$100 0.4% 41
2025
Q2 		$845K Buy
8,718
+20
+0.2% +$1.74K 0.4% 44
2025
Q1 		$704K Sell
8,698
-26
-0.3% -$2.3K 0.37% 43
2024
Q4 		$782K Hold
8,724
– – 0.41% 45
2024
Q3 		$733K Sell
8,724
-13
-0.1% -$1.05K 0.38% 46
2024
Q2 		$711K Buy
8,737
+1
+0% +$77 0.4% 45
2024
Q1 		$659K Buy
8,736
+149
+2% +$10.7K 0.37% 47
2023
Q4 		$582K Buy
8,587
+1
+0% +$63 0.35% 48
2023
Q3 		$512K Sell
8,586
-393
-4% -$24.4K 0.34% 54
2023
Q2 		$560K Buy
8,979
+1
+0% +$57 0.36% 49
2023
Q1 		$497K Buy
8,978
+142
+2% +$7.44K 0.31% 57
2022
Q4 		$430K Sell
8,836
-30
-0.3% -$1.5K 0.28% 59
2022
Q3 		$428K Sell
8,866
-1,718
-16% -$92.9K 0.3% 52
2022
Q2 		$530K Buy
10,584
+339
+3% +$18.8K 0.41% 46
2022
Q1 		$666K Buy
10,245
+364
+4% +$23.2K 0.46% 39
2021
Q4 		$710K Sell
9,881
-2,674
-21% -$188K 0.48% 40
2021
Q3 		$823K Hold
12,555
– – 0.72% 33
2021
Q2 		$813K Buy
+12,555
New +$770K 0.83% 32

Other funds holding ILCG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Blue Barn Wealth's ILCG Position: Q4 2025 in Review

Blue Barn Wealth sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2025, closing a stake of 8,719 shares — an estimated $909K sold.

Blue Barn Wealth first reported a position in ILCG in Q2 2021 and held it in 18 quarters. The position peaked at $909K in Q3 2025. 342 funds tracked by Wall St. Rank hold ILCG as of Q4 2025.

  • Blue Barn Wealth reported no remaining iShares Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 8,719 iShares Morningstar Growth ETF shares in Q4 2025, an estimated $909K.
  • Blue Barn Wealth first reported a position in iShares Morningstar Growth ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's iShares Morningstar Growth ETF position peaked at $909K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.