First Heartland Consultants’s iShares Morningstar Growth ETF ILCG Stock Holding History

First Heartland Consultants’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	$345K	Buy	2,952 +2	+0.1%	+$224	0.02%	423
2026 Q1	$282K	Buy	2,950 +3	+0.1%	+$305	0.02%	425
2025 Q4	$307K	Buy	2,947 +5	+0.2%	+$522	0.02%	414
2025 Q3	$307K	Buy	2,942 +3	+0.1%	+$301	0.02%	400
2025 Q2	$285K	Buy	2,939 +3	+0.1%	+$261	0.03%	399
2025 Q1	$238K	Buy	2,936 +4	+0.1%	+$354	0.02%	392
2024 Q4	$263K	Buy	2,932 +4	+0.1%	+$354	0.03%	373
2024 Q3	$246K	Buy	2,928 +5	+0.2%	+$405	0.03%	381
2024 Q2	$238K	Buy	2,923 +3	+0.1%	+$230	0.02%	378
2024 Q1	$220K	Sell	2,920 -1,582	-35%	-$114K	0.02%	391
2023 Q4	$305K	Buy	4,502 +19	+0.4%	+$1.2K	0.04%	284
2023 Q3	$267K	Buy	4,483 +1	+0%	+$62	0.03%	310
2023 Q2	$279K	Buy	4,482 +6	+0.1%	+$345	0.04%	305
2023 Q1	$248K	Buy	4,476 +10	+0.2%	+$524	0.04%	310
2022 Q4	$217K	Buy	4,466 +10	+0.2%	+$500	0.04%	340
2022 Q3	$215K	Buy	4,456 +10	+0.2%	+$541	0.02%	318
2022 Q2	$222K	Buy	4,446 +11	+0.2%	+$610	0.03%	307
2022 Q1	$288K	Hold	4,435	–	–	0.04%	269
2021 Q4	$318K	Buy	4,435 +4	+0.1%	+$281	0.01%	263
2021 Q3	$290K	Buy	4,431 +6	+0.1%	+$405	0.04%	282
2021 Q2	$287K	Buy	4,425 +5	+0.1%	+$307	0.04%	289
2021 Q1	$255K	Hold	4,420	–	–	0.04%	324
2020 Q4	$256K	Buy	4,420 +5	+0.1%	+$277	0.04%	276
2020 Q3	$236K	Sell	4,415 -190	-4%	-$9.79K	0.04%	247
2020 Q2	$216K	Buy	+4,605	New	+$200K	0.04%	255
2020 Q1	–	Sell	-4,920	Closed	-$207K	–	275
2019 Q4	$207K	Buy	+4,920	New	+$196K	0.04%	282
2016 Q2	–	Sell	-8,470	Closed	-$200K	–	305
2016 Q1	$200K	Buy	+8,470	New	+$191K	0.08%	256

Other funds holding ILCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

First Heartland Consultants's ILCG Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Morningstar Growth ETF (ILCG) stake by 0.07% in Q2 2026, buying an estimated $224 and bringing the position to 2,952 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #423.

First Heartland Consultants first reported a position in ILCG in Q1 2016 and has held it in 27 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

First Heartland Consultants held 2,952 shares of iShares Morningstar Growth ETF worth $345K as of Q2 2026.
First Heartland Consultants bought 2 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $224.
iShares Morningstar Growth ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #423 holding.
First Heartland Consultants first reported a position in iShares Morningstar Growth ETF in Q1 2016 and has held it in 27 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.