Gilman Hill Asset Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Gilman Hill Asset 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 Q2	$405K	Hold	3,460	–	–	0.06%	170
2026 Q1	$330K	Hold	3,460	–	–	0.05%	177
2025 Q4	$360K	Hold	3,460	–	–	0.06%	167
2025 Q3	$361K	Hold	3,460	–	–	0.06%	164
2025 Q2	$335K	Hold	3,460	–	–	0.05%	170
2025 Q1	$280K	Hold	3,460	–	–	0.05%	179
2024 Q4	$310K	Hold	3,460	–	–	0.05%	174
2024 Q3	$291K	Hold	3,460	–	–	0.05%	177
2024 Q2	$282K	Hold	3,460	–	–	0.05%	171
2024 Q1	$261K	Buy	+3,460	New	+$249K	0.05%	186

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

Gilman Hill Asset Management's ILCG Position: Q2 2026 in Review

Gilman Hill Asset Management held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 3,460 shares worth $405K. The position accounts for 0.06% of the portfolio, ranked #170.

Gilman Hill Asset Management first reported a position in ILCG in Q1 2024 and has held it in 10 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Gilman Hill Asset Management held 3,460 shares of iShares Morningstar Growth ETF worth $405K as of Q2 2026.
Gilman Hill Asset Management left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.06% of Gilman Hill Asset Management's portfolio in Q2 2026, its #170 holding.
Gilman Hill Asset Management first reported a position in iShares Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Gilman Hill Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.