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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hershey Financial Advisers's ILCG Position: Q1 2026 in Review

Hershey Financial Advisers increased its iShares Morningstar Growth ETF (ILCG) stake by 19% in Q1 2026, buying an estimated $179K and bringing the position to 10,895 shares worth $1.04M. The position accounts for 0.9% of the portfolio, ranked #46.

Hershey Financial Advisers first reported a position in ILCG in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.87M in Q4 2024. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Hershey Financial Advisers held 10,895 shares of iShares Morningstar Growth ETF worth $1.04M as of Q1 2026.
  • Hershey Financial Advisers bought 1,767 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $179K.
  • iShares Morningstar Growth ETF made up 0.9% of Hershey Financial Advisers's portfolio in Q1 2026, its #46 holding.
  • Hershey Financial Advisers first reported a position in iShares Morningstar Growth ETF in Q2 2024 and has held it in 6 quarters since.
  • Hershey Financial Advisers's iShares Morningstar Growth ETF position peaked at $3.87M in Q4 2024.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.