EW
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Elyxium Wealth’s iShares Morningstar Growth ETF ILCG Stock Holding History

Elyxium Wealth’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
Q1 		– Sell
-1,450
Closed -$151K – 678
2025
Q4 		$151K Buy
+1,450
New +$151K 0.04% 207

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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elyxium Wealth's ILCG Position: Q1 2026 in Review

Elyxium Wealth sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2026, closing a stake of 1,450 shares — an estimated $151K sold.

Elyxium Wealth first reported a position in ILCG in Q4 2025 and held it in 1 quarter. The position peaked at $151K in Q4 2025. 327 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Elyxium Wealth reported no remaining iShares Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Elyxium Wealth sold 1,450 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $151K.
  • Elyxium Wealth first reported a position in iShares Morningstar Growth ETF in Q4 2025 and held it in 1 quarter.
  • Elyxium Wealth's iShares Morningstar Growth ETF position peaked at $151K in Q4 2025.
  • 327 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.