GenWealth Group’s iShares Morningstar Growth ETF ILCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.57M | Sell |
30,489
-735
| -2% | -$82.2K | 0.56% | 30 |
|
|
2026
Q1 | $2.98M | Sell |
31,224
-159
| -0.5% | -$16.2K | 0.51% | 28 |
|
|
2025
Q4 | $3.31M | Sell |
31,383
-28
| -0.1% | -$2.92K | 0.56% | 29 |
|
|
2025
Q3 | $3.28M | Sell |
31,411
-736
| -2% | -$73.9K | 0.61% | 27 |
|
|
2025
Q2 | $3.12M | Hold |
32,147
| – | – | 0.63% | 27 |
|
|
2025
Q1 | $2.6M | Sell |
32,147
-65
| -0.2% | -$5.76K | 0.57% | 26 |
|
|
2024
Q4 | $2.89M | Sell |
32,212
-949
| -3% | -$83.9K | 0.66% | 29 |
|
|
2024
Q3 | $2.79M | Sell |
33,161
-939
| -3% | -$76.1K | 0.64% | 30 |
|
|
2024
Q2 | $2.78M | Sell |
34,100
-518
| -1% | -$39.6K | 0.68% | 29 |
|
|
2024
Q1 | $2.61M | Sell |
34,618
-304
| -0.9% | -$21.9K | 0.66% | 31 |
|
|
2023
Q4 | $2.37M | Sell |
34,922
-5,232
| -13% | -$331K | 0.65% | 30 |
|
|
2023
Q3 | $2.4M | Sell |
40,154
-586
| -1% | -$36.4K | 0.73% | 28 |
|
|
2023
Q2 | $2.54M | Sell |
40,740
-381
| -0.9% | -$21.9K | 0.73% | 28 |
|
|
2023
Q1 | $2.28M | Sell |
41,121
-1,014
| -2% | -$53.1K | 0.7% | 28 |
|
|
2022
Q4 | $2.05M | Sell |
42,135
-798
| -2% | -$39.9K | 0.67% | 29 |
|
|
2022
Q3 | $2.07M | Sell |
42,933
-2,057
| -5% | -$111K | 0.7% | 22 |
|
|
2022
Q2 | $2.25M | Sell |
44,990
-741
| -2% | -$41.1K | 0.72% | 20 |
|
|
2022
Q1 | $2.97M | Sell |
45,731
-1,032
| -2% | -$65.9K | 0.82% | 24 |
|
|
2021
Q4 | $3.36M | Sell |
46,763
-264
| -0.6% | -$18.6K | 0.91% | 23 |
|
|
2021
Q3 | $3.08M | Sell |
47,027
-479
| -1% | -$32.3K | 0.9% | 24 |
|
|
2021
Q2 | $3.08M | Sell |
47,506
-1,359
| -3% | -$83.3K | 0.91% | 24 |
|
|
2021
Q1 | $2.82M | Sell |
48,865
-13,735
| -22% | -$804K | 0.9% | 23 |
|
|
2020
Q4 | $3.63M | Sell |
62,600
-605
| -1% | -$33.6K | 1.2% | 20 |
|
|
2020
Q3 | $3.41M | Sell |
63,205
-8,670
| -12% | -$447K | 1.23% | 19 |
|
|
2020
Q2 | $3.42M | Sell |
71,875
-510
| -0.7% | -$22.2K | 1.33% | 22 |
|
|
2020
Q1 | $2.69M | Sell |
72,385
-386,325
| -84% | -$16.2M | 1.17% | 16 |
|
|
2019
Q4 | $19.3M | Sell |
458,710
-4,335
| -0.9% | -$172K | 7.46% | 1 |
|
|
2019
Q3 | $17.7M | Sell |
463,045
-6,775
| -1% | -$263K | 7.37% | 3 |
|
|
2019
Q2 | $18.3M | Buy |
469,820
+845
| +0.2% | +$31.6K | 7.78% | 3 |
|
|
2019
Q1 | $17.4M | Buy |
468,975
+6,455
| +1% | +$225K | 7.86% | 2 |
|
|
2018
Q4 | $14.7M | Buy |
462,520
+3,515
| +0.8% | +$119K | 7.3% | 4 |
|
|
2018
Q3 | $17M | Sell |
459,005
-1,610
| -0.3% | -$58.3K | 7.84% | 2 |
|
|
2018
Q2 | $16M | Buy |
460,615
+12,220
| +3% | +$415K | 7.85% | 2 |
|
|
2018
Q1 | $14.7M | Buy |
448,395
+12,440
| +3% | +$413K | 7.55% | 3 |
|
|
2017
Q4 | $14.8M | Buy |
435,955
+12,835
| +3% | +$392K | 7.41% | 2 |
|
|
2017
Q3 | $12.4M | Buy |
423,120
+20,325
| +5% | +$585K | 7.42% | 3 |
|
|
2017
Q2 | $11.2M | Buy |
+402,795
| New | +$11.1M | 7.55% | 5 |
|
Other funds holding ILCG
CT
FWP
BDWCC
GenWealth Group's ILCG Position: Q2 2026 in Review
GenWealth Group reduced its iShares Morningstar Growth ETF (ILCG) stake by 2.4% in Q2 2026, selling an estimated $82.2K and leaving 30,489 shares worth $3.57M. The position accounts for 0.56% of the portfolio, ranked #30.
GenWealth Group first reported a position in ILCG in Q2 2017 and has held it in 37 quarters since. The position peaked at $19.3M in Q4 2019. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.
- GenWealth Group held 30,489 shares of iShares Morningstar Growth ETF worth $3.57M as of Q2 2026.
- GenWealth Group sold 735 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $82.2K.
- iShares Morningstar Growth ETF made up 0.56% of GenWealth Group's portfolio in Q2 2026, its #30 holding.
- GenWealth Group first reported a position in iShares Morningstar Growth ETF in Q2 2017 and has held it in 37 quarters since.
- GenWealth Group's iShares Morningstar Growth ETF position peaked at $19.3M in Q4 2019.
- 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.
Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.