Hershey Financial Advisers’s iShares Morningstar Growth ETF ILCG Stock Holding History

Hershey Financial Advisers’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	$3.16M	Buy	27,023 +16,128	+148%	+$1.8M	2.27%	14
2026 Q1	$1.04M	Buy	10,895 +1,767	+19%	+$179K	0.9%	46
2025 Q4	$950K	Sell	9,128 -1,907	-17%	-$199K	0.8%	55
2025 Q3	$1.15M	Sell	11,035 -25,951	-70%	-$2.61M	0.99%	44
2025 Q2	$3.58M	Buy	+36,986	New	+$3.21M	3.21%	10
2024 Q4	$3.87M	Buy	+43,206	New	+$3.82M	3.41%	8
2024 Q2	$1.78M	Buy	+21,865	New	+$1.67M	1.6%	8

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

Hershey Financial Advisers's ILCG Position: Q2 2026 in Review

Hershey Financial Advisers increased its iShares Morningstar Growth ETF (ILCG) stake by 148% in Q2 2026, buying an estimated $1.8M and bringing the position to 27,023 shares worth $3.16M. The position accounts for 2.27% of the portfolio, ranked #14.

Hershey Financial Advisers first reported a position in ILCG in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.87M in Q4 2024. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Hershey Financial Advisers held 27,023 shares of iShares Morningstar Growth ETF worth $3.16M as of Q2 2026.
Hershey Financial Advisers bought 16,128 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $1.8M.
iShares Morningstar Growth ETF made up 2.27% of Hershey Financial Advisers's portfolio in Q2 2026, its #14 holding.
Hershey Financial Advisers first reported a position in iShares Morningstar Growth ETF in Q2 2024 and has held it in 7 quarters since.
Hershey Financial Advisers's iShares Morningstar Growth ETF position peaked at $3.87M in Q4 2024.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.