Fulcrum Equity Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Fulcrum Equity Management’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	-2,530	Closed	-$263K	–	139
2025 Q4	$263K	Sell	2,530 -52	-2%	-$5.43K	0.25%	94
2025 Q3	$269K	Buy	2,582 +243	+10%	+$24.4K	0.27%	76
2025 Q2	$227K	Buy	+2,339	New	+$203K	0.23%	88
2025 Q1	–	Sell	-9,472	Closed	-$849K	–	105
2024 Q4	$849K	Buy	+9,472	New	+$838K	0.84%	38
2024 Q2	–	Sell	-6,563	Closed	-$495K	–	136
2024 Q1	$495K	Sell	6,563 -160	-2%	-$11.5K	0.58%	54
2023 Q4	$456K	Buy	+6,723	New	+$425K	0.56%	45
2023 Q3	–	Sell	-7,906	Closed	-$493K	–	107
2023 Q2	$493K	Sell	7,906 -944	-11%	-$54.3K	0.57%	44
2023 Q1	$490K	Buy	+8,850	New	+$464K	0.46%	57
2020 Q4	–	Sell	-30,775	Closed	-$1.65M	–	163
2020 Q3	$1.65M	Buy	30,775 +2,835	+10%	+$146K	0.76%	39
2020 Q2	$1.31M	Buy	+27,940	New	+$1.21M	0.62%	40

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fulcrum Equity Management's ILCG Position: Q1 2026 in Review

Fulcrum Equity Management sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2026, closing a stake of 2,530 shares — an estimated $263K sold.

Fulcrum Equity Management first reported a position in ILCG in Q2 2020 and held it in 10 quarters. The position peaked at $1.65M in Q3 2020. 327 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

Fulcrum Equity Management reported no remaining iShares Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
Fulcrum Equity Management sold 2,530 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $263K.
Fulcrum Equity Management first reported a position in iShares Morningstar Growth ETF in Q2 2020 and held it in 10 quarters.
Fulcrum Equity Management's iShares Morningstar Growth ETF position peaked at $1.65M in Q3 2020.
327 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Fulcrum Equity Management's 13F filing for Q1 2026, filed 2 Apr 2026.