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 Q2	$592K	Hold	5,060	–	–	0.04%	93
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 $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

Bouchey Financial Group's ILCG Position: Q2 2026 in Review

Bouchey Financial Group held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 5,060 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #93.

Bouchey Financial Group first reported a position in ILCG in Q3 2023 and has held it in 12 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Bouchey Financial Group held 5,060 shares of iShares Morningstar Growth ETF worth $592K as of Q2 2026.
Bouchey Financial Group left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.04% of Bouchey Financial Group's portfolio in Q2 2026, its #93 holding.
Bouchey Financial Group first reported a position in iShares Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.