HB Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

HB Wealth 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	$991K	Buy	8,468 +383	+5%	+$42.8K	0.01%	746
2026 Q1	$772K	Hold	8,085	–	–	0.01%	775
2025 Q4	$841K	Hold	8,085	–	–	0.01%	693
2025 Q3	$843K	Sell	8,085 -115	-1%	-$11.5K	0.01%	665
2025 Q2	$795K	Hold	8,200	–	–	0.01%	601
2025 Q1	$664K	Buy	8,200 +115	+1%	+$10.2K	0.01%	679
2024 Q4	$724K	Hold	8,085	–	–	0.01%	497
2024 Q3	$679K	Hold	8,085	–	–	0.01%	484
2024 Q2	$658K	Hold	8,085	–	–	0.01%	465
2024 Q1	$610K	Hold	8,085	–	–	0.01%	444
2023 Q4	$548K	Hold	8,085	–	–	0.01%	431
2023 Q3	$482K	Hold	8,085	–	–	0.01%	438
2023 Q2	$504K	Hold	8,085	–	–	0.01%	414
2023 Q1	$448K	Hold	8,085	–	–	0.01%	437
2022 Q4	$394K	Hold	8,085	–	–	0.01%	451
2022 Q3	$390K	Hold	8,085	–	–	0.01%	386
2022 Q2	$405K	Sell	8,085 -500	-6%	-$27.7K	0.01%	379
2022 Q1	$558K	Sell	8,585 -250	-3%	-$16K	0.01%	334
2021 Q4	$635K	Buy	+8,835	New	+$621K	0.01%	285

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 22.9% 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

HB Wealth Management's ILCG Position: Q2 2026 in Review

HB Wealth Management increased its iShares Morningstar Growth ETF (ILCG) stake by 4.7% in Q2 2026, buying an estimated $42.8K and bringing the position to 8,468 shares worth $991K. The position accounts for 0.01% of the portfolio, ranked #746.

HB Wealth Management first reported a position in ILCG in Q4 2021 and has held it in 19 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

HB Wealth Management held 8,468 shares of iShares Morningstar Growth ETF worth $991K as of Q2 2026.
HB Wealth Management bought 383 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $42.8K.
iShares Morningstar Growth ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #746 holding.
HB Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.