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Bullock Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Bullock 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 		$54K Sell
467
-1,016
-69% -$114K 0.02% 270
2026
Q1 		$143K Buy
+1,483
New +$151K 0.07% 191

Other funds holding ILCG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bullock Wealth Management's ILCG Position: Q2 2026 in Review

Bullock Wealth Management reduced its iShares Morningstar Growth ETF (ILCG) stake by 69% in Q2 2026, selling an estimated $114K and leaving 467 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #270.

Bullock Wealth Management first reported a position in ILCG in Q1 2026 and has held it in 2 quarters since. The position peaked at $143K in Q1 2026. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Bullock Wealth Management held 467 shares of iShares Morningstar Growth ETF worth $54K as of Q2 2026.
  • Bullock Wealth Management sold 1,016 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $114K.
  • iShares Morningstar Growth ETF made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Bullock Wealth Management first reported a position in iShares Morningstar Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Bullock Wealth Management's iShares Morningstar Growth ETF position peaked at $143K in Q1 2026.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.