Greykasell Wealth Strategies’s iShares Morningstar Growth ETF ILCG Stock Holding History

Greykasell Wealth Strategies’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	$2.37M	Sell	20,235 -131	-0.6%	-$14.6K	0.86%	31
2026 Q1	$1.94M	Sell	20,366 -137	-0.7%	-$13.9K	0.78%	34
2025 Q4	$2.13M	Buy	20,503 +6	+0%	+$627	0.84%	31
2025 Q3	$2.14M	Sell	20,497 -8,885	-30%	-$892K	0.9%	30
2025 Q2	$2.85M	Buy	29,382 +201	+0.7%	+$17.5K	1.36%	23
2025 Q1	$2.36M	Sell	29,181 -155	-0.5%	-$13.7K	1.26%	22
2024 Q4	$2.63M	Buy	+29,336	New	+$2.59M	1.46%	22

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

Greykasell Wealth Strategies's ILCG Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its iShares Morningstar Growth ETF (ILCG) stake by 0.64% in Q2 2026, selling an estimated $14.6K and leaving 20,235 shares worth $2.37M. The position accounts for 0.86% of the portfolio, ranked #31.

Greykasell Wealth Strategies first reported a position in ILCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.85M in Q2 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Greykasell Wealth Strategies held 20,235 shares of iShares Morningstar Growth ETF worth $2.37M as of Q2 2026.
Greykasell Wealth Strategies sold 131 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $14.6K.
iShares Morningstar Growth ETF made up 0.86% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #31 holding.
Greykasell Wealth Strategies first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Greykasell Wealth Strategies's iShares Morningstar Growth ETF position peaked at $2.85M in Q2 2025.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.