CJ
ILCG icon

Caitlin John’s iShares Morningstar Growth ETF ILCG Stock Holding History

Caitlin John’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 		$39.3K Hold
336
– – 0.02% 397
2026
Q1 		$32.1K Hold
336
– – 0.02% 361
2025
Q4 		$35K Hold
336
– – 0.02% 360
2025
Q3 		$35K Buy
+336
New +$33.7K 0.02% 312
2025
Q1 		– Sell
-336
Closed -$30.1K – 439
2024
Q4 		$30.1K Sell
336
-56
-14% -$4.95K 0.02% 307
2024
Q3 		$35.3K Sell
392
-65
-14% -$5.27K 0.02% 288
2024
Q2 		$37.2K Hold
457
– – 0.03% 287
2024
Q1 		$34.5K Hold
457
– – 0.03% 281
2023
Q4 		$31K Buy
+457
New +$28.9K 0.03% 276

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 22.96% 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

Caitlin John's ILCG Position: Q2 2026 in Review

Caitlin John held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 336 shares worth $39.3K. The position accounts for 0.02% of the portfolio, ranked #397.

Caitlin John first reported a position in ILCG in Q4 2023 and has held it in 9 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Caitlin John held 336 shares of iShares Morningstar Growth ETF worth $39.3K as of Q2 2026.
  • Caitlin John left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.02% of Caitlin John's portfolio in Q2 2026, its #397 holding.
  • Caitlin John first reported a position in iShares Morningstar Growth ETF in Q4 2023 and has held it in 9 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.