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Csenge Advisory Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Csenge Advisory 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 		$1.44M Sell
12,334
-370
-3% -$41.4K 0.06% 248
2026
Q1 		$1.21M Sell
12,704
-328
-3% -$33.3K 0.06% 262
2025
Q4 		$1.36M Sell
13,032
-379
-3% -$39.6K 0.06% 251
2025
Q3 		$1.4M Buy
13,411
+32
+0.2% +$3.21K 0.07% 225
2025
Q2 		$1.22M Hold
13,379
– – 0.06% 238
2025
Q1 		$1.03M Sell
13,379
-65
-0.5% -$5.76K 0.06% 245
2024
Q4 		$1.2M Buy
13,444
+19
+0.1% +$1.68K 0.07% 231
2024
Q3 		$1.15M Sell
13,425
-1,478
-10% -$120K 0.06% 240
2024
Q2 		$1.21M Sell
14,903
-86
-0.6% -$6.58K 0.07% 212
2024
Q1 		$1.13M Buy
14,989
+68
+0.5% +$4.9K 0.06% 237
2023
Q4 		$1.01M Buy
14,921
+807
+6% +$51K 0.06% 235
2023
Q3 		$842K Sell
14,114
-12
-0.1% -$746 0.06% 243
2023
Q2 		$881K Buy
14,126
+398
+3% +$22.9K 0.06% 237
2023
Q1 		$760K Sell
13,728
-75
-0.5% -$3.93K 0.05% 257
2022
Q4 		$672K Buy
13,803
+36
+0.3% +$1.8K 0.05% 281
2022
Q3 		$664K Sell
13,767
-221
-2% -$11.9K 0.06% 279
2022
Q2 		$701K Sell
13,988
-493
-3% -$27.3K 0.06% 280
2022
Q1 		$941K Sell
14,481
-1,506
-9% -$96.1K 0.07% 230
2021
Q4 		$1.04M Sell
15,987
-19
-0.1% -$1.34K 0.09% 184
2021
Q3 		$1.06M Buy
16,006
+19
+0.1% +$1.28K 0.09% 207
2021
Q2 		$1.04M Sell
15,987
-3,363
-17% -$206K 0.09% 184
2021
Q1 		$1.18M Sell
19,350
-980
-5% -$57.3K 0.12% 131
2020
Q4 		$1.18M Sell
20,330
-2,860
-12% -$159K 0.14% 117
2020
Q3 		$1.23M Sell
23,190
-10,225
-31% -$527K 0.17% 99
2020
Q2 		$1.57M Buy
+33,415
New +$1.45M 0.23% 81

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

Csenge Advisory Group's ILCG Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares Morningstar Growth ETF (ILCG) stake by 2.9% in Q2 2026, selling an estimated $41.4K and leaving 12,334 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #248.

Csenge Advisory Group first reported a position in ILCG in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.57M in Q2 2020. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Csenge Advisory Group held 12,334 shares of iShares Morningstar Growth ETF worth $1.44M as of Q2 2026.
  • Csenge Advisory Group sold 370 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $41.4K.
  • iShares Morningstar Growth ETF made up 0.06% of Csenge Advisory Group's portfolio in Q2 2026, its #248 holding.
  • Csenge Advisory Group first reported a position in iShares Morningstar Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Csenge Advisory Group's iShares Morningstar Growth ETF position peaked at $1.57M in Q2 2020.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.