Bouchey Financial Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Bouchey Financial 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	$512K	Hold	5,060	–	–	0.04%	95
2025 Q4	$526K	Hold	5,060	–	–	0.04%	84
2025 Q3	$528K	Hold	5,060	–	–	0.04%	79
2025 Q2	$490K	Hold	5,060	–	–	0.04%	81
2025 Q1	$410K	Hold	5,060	–	–	0.04%	85
2024 Q4	$453K	Hold	5,060	–	–	0.04%	84
2024 Q3	$425K	Hold	5,060	–	–	0.04%	97
2024 Q2	$411K	Hold	5,060	–	–	0.04%	92
2024 Q1	$382K	Hold	5,060	–	–	0.04%	96
2023 Q4	$343K	Hold	5,060	–	–	0.04%	96
2023 Q3	$302K	Buy	+5,060	New	+$315K	0.04%	93

Other funds holding ILCG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bouchey Financial Group's ILCG Position: Q1 2026 in Review

Bouchey Financial Group held its iShares Morningstar Growth ETF (ILCG) position steady in Q1 2026 at 5,060 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #95.

Bouchey Financial Group first reported a position in ILCG in Q3 2023 and has held it in 11 quarters since. The position peaked at $528K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

Bouchey Financial Group held 5,060 shares of iShares Morningstar Growth ETF worth $512K as of Q1 2026.
Bouchey Financial Group left its iShares Morningstar Growth ETF share count unchanged in Q1 2026.
iShares Morningstar Growth ETF made up 0.04% of Bouchey Financial Group's portfolio in Q1 2026, its #95 holding.
Bouchey Financial Group first reported a position in iShares Morningstar Growth ETF in Q3 2023 and has held it in 11 quarters since.
Bouchey Financial Group's iShares Morningstar Growth ETF position peaked at $528K in Q3 2025.
326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.