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Blue Sky Capital Consultants Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Blue Sky Capital Consultants Group’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
Q1 		$227K Hold
2,380
– – 0.11% 67
2025
Q4 		$248K Sell
2,380
-165
-6% -$17.2K 0.11% 65
2025
Q3 		$265K Hold
2,545
– – 0.11% 53
2025
Q2 		$247K Hold
2,545
– – 0.12% 53
2025
Q1 		$206K Hold
2,545
– – 0.13% 50
2024
Q4 		$228K Buy
+2,545
New +$225K 0.14% 48

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blue Sky Capital Consultants Group's ILCG Position: Q1 2026 in Review

Blue Sky Capital Consultants Group held its iShares Morningstar Growth ETF (ILCG) position steady in Q1 2026 at 2,380 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #67.

Blue Sky Capital Consultants Group first reported a position in ILCG in Q4 2024 and has held it in 6 quarters since. The position peaked at $265K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Blue Sky Capital Consultants Group held 2,380 shares of iShares Morningstar Growth ETF worth $227K as of Q1 2026.
  • Blue Sky Capital Consultants Group left its iShares Morningstar Growth ETF share count unchanged in Q1 2026.
  • iShares Morningstar Growth ETF made up 0.11% of Blue Sky Capital Consultants Group's portfolio in Q1 2026, its #67 holding.
  • Blue Sky Capital Consultants Group first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Blue Sky Capital Consultants Group's iShares Morningstar Growth ETF position peaked at $265K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q1 2026, filed 28 Apr 2026.