CMP
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Courage Miller Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Courage Miller Partners’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 		$606K Hold
5,180
– – 0.16% 54
2026
Q1 		$495K Hold
5,180
– – 0.14% 62
2025
Q4 		$539K Sell
5,180
-23
-0.4% -$2.4K 0.16% 50
2025
Q3 		$543K Sell
5,203
-529
-9% -$53.1K 0.16% 51
2025
Q2 		$555K Sell
5,732
-173
-3% -$15K 0.18% 50
2025
Q1 		$478K Hold
5,905
– – 0.16% 57
2024
Q4 		$529K Sell
5,905
-49
-0.8% -$4.33K 0.18% 55
2024
Q3 		$500K Sell
5,954
-1,045
-15% -$84.7K 0.17% 59
2024
Q2 		$570K Hold
6,999
– – 0.2% 51
2024
Q1 		$528K Hold
6,999
– – 0.18% 55
2023
Q4 		$475K Sell
6,999
-366
-5% -$23.1K 0.18% 58
2023
Q3 		$439K Sell
7,365
-12
-0.2% -$746 0.18% 54
2023
Q2 		$460K Sell
7,377
-2,499
-25% -$144K 0.19% 57
2023
Q1 		$547K Sell
9,876
-490
-5% -$25.7K 0.23% 51
2022
Q4 		$505K Sell
10,366
-899
-8% -$45K 0.23% 50
2022
Q3 		$544K Sell
11,265
-478
-4% -$25.8K 0.27% 49
2022
Q2 		$588K Hold
11,743
– – 0.28% 48
2022
Q1 		$763K Sell
11,743
-105
-0.9% -$6.7K 0.3% 42
2021
Q4 		$851K Sell
11,848
-240
-2% -$16.9K 0.32% 43
2021
Q3 		$792K Sell
12,088
-2,157
-15% -$146K 0.32% 44
2021
Q2 		$923K Sell
14,245
-170
-1% -$10.4K 0.38% 42
2021
Q1 		$832K Sell
14,415
-415
-3% -$24.3K 0.36% 45
2020
Q4 		$860K Sell
14,830
-9,100
-38% -$505K 0.4% 40
2020
Q3 		$1.12M Hold
23,930
– – 0.6% 30
2020
Q2 		$1.12M Sell
23,930
-660
-3% -$28.7K 0.6% 30
2020
Q1 		$913K Sell
24,590
-7,715
-24% -$323K 0.56% 29
2019
Q4 		$1.36M Sell
32,305
-105
-0.3% -$4.17K 0.7% 29
2019
Q3 		$1.24M Sell
32,410
-4,185
-11% -$162K 0.68% 30
2019
Q2 		$1.4M Sell
36,595
-715
-2% -$26.7K 0.77% 27
2019
Q1 		$1.36M Sell
37,310
-205
-0.5% -$7.13K 0.77% 32
2018
Q4 		$1.19M Sell
37,515
-30
-0.1% -$1.01K 0.71% 33
2018
Q3 		$1.4M Sell
37,545
-1,270
-3% -$46K 0.8% 31
2018
Q2 		$1.36M Sell
38,815
-730
-2% -$24.8K 0.8% 33
2018
Q1 		$1.29M Sell
39,545
-21,555
-35% -$716K 0.79% 32
2017
Q4 		$1.91M Sell
61,100
-13,220
-18% -$403K 1.16% 28
2017
Q3 		$2.18M Sell
74,320
-1,475
-2% -$42.5K 1.36% 25
2017
Q2 		$2.11M Sell
75,795
-40
-0.1% -$1.1K 1.39% 26
2017
Q1 		$2M Sell
75,835
-2,630
-3% -$67.5K 1.38% 26
2016
Q4 		$1.9M Sell
78,465
-6,770
-8% -$163K 1.32% 25
2016
Q3 		$2.08M Sell
85,235
-280
-0.3% -$6.82K 1.44% 25
2016
Q2 		$2M Sell
85,515
-11,255
-12% -$265K 1.43% 24
2016
Q1 		$2.29M Sell
96,770
-8,605
-8% -$194K 1.6% 23
2015
Q4 		$2.54M Buy
105,375
+2,200
+2% +$53.3K 1.75% 23
2015
Q3 		$2.31M Sell
103,175
-470
-0.5% -$11.2K 1.72% 21
2015
Q2 		$2.46M Sell
103,645
-205
-0.2% -$4.92K 1.83% 21
2015
Q1 		$2.46M Sell
103,850
-6,435
-6% -$150K 1.84% 22
2014
Q4 		$2.5M Sell
110,285
-1,065
-1% -$23.6K 2.06% 22
2014
Q3 		$2.42M Buy
111,350
+950
+0.9% +$20.6K 1.89% 20
2014
Q2 		$2.35M Sell
110,400
-3,775
-3% -$77.1K 1.73% 22
2014
Q1 		$2.27M Sell
114,175
-1,100
-1% -$22K 1.79% 23
2013
Q4 		$2.3M Sell
115,275
-15,740
-12% -$298K 1.95% 20
2013
Q3 		$2.35M Sell
131,015
-12,520
-9% -$219K 1.93% 20
2013
Q2 		$2.36M Buy
+143,535
New +$2.39M 2.14% 21

Other funds holding ILCG

FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Courage Miller Partners's ILCG Position: Q2 2026 in Review

Courage Miller Partners held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 5,180 shares worth $606K. The position accounts for 0.16% of the portfolio, ranked #54.

Courage Miller Partners first reported a position in ILCG in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.54M in Q4 2015. 158 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Courage Miller Partners held 5,180 shares of iShares Morningstar Growth ETF worth $606K as of Q2 2026.
  • Courage Miller Partners left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.16% of Courage Miller Partners's portfolio in Q2 2026, its #54 holding.
  • Courage Miller Partners first reported a position in iShares Morningstar Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Courage Miller Partners's iShares Morningstar Growth ETF position peaked at $2.54M in Q4 2015.
  • 158 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.