Goldstein Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Goldstein Advisors’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	$1.12M	Buy	9,572 +347	+4%	+$38.8K	0.1%	78
2026 Q1	$881K	Sell	9,225 -245	-3%	-$24.9K	0.1%	73
2025 Q4	$985K	Hold	9,470	–	–	0.11%	67
2025 Q3	$988K	Hold	9,470	–	–	0.12%	68
2025 Q2	$918K	Sell	9,470 -14	-0.1%	-$1.22K	0.12%	64
2025 Q1	$768K	Sell	9,484 -167	-2%	-$14.8K	0.11%	68
2024 Q4	$865K	Sell	9,651 -131	-1%	-$11.6K	0.13%	61
2024 Q3	$822K	Hold	9,782	–	–	0.13%	64
2024 Q2	$796K	Hold	9,782	–	–	0.13%	58
2024 Q1	$738K	Sell	9,782 -404	-4%	-$29.1K	0.13%	62
2023 Q4	$691K	Hold	10,186	–	–	0.12%	86
2023 Q3	$608K	Hold	10,186	–	–	0.13%	62
2023 Q2	$635K	Buy	10,186 +421	+4%	+$24.2K	0.13%	63
2023 Q1	$541K	Buy	9,765 +40	+0.4%	+$2.1K	0.12%	70
2022 Q4	$473K	Buy	+9,725	New	+$486K	0.11%	76

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

Goldstein Advisors's ILCG Position: Q2 2026 in Review

Goldstein Advisors increased its iShares Morningstar Growth ETF (ILCG) stake by 3.8% in Q2 2026, buying an estimated $38.8K and bringing the position to 9,572 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #78.

Goldstein Advisors first reported a position in ILCG in Q4 2022 and has held it in 15 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Goldstein Advisors held 9,572 shares of iShares Morningstar Growth ETF worth $1.12M as of Q2 2026.
Goldstein Advisors bought 347 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $38.8K.
iShares Morningstar Growth ETF made up 0.1% of Goldstein Advisors's portfolio in Q2 2026, its #78 holding.
Goldstein Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.