HHM Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

HHM Wealth 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	$892K	Hold	7,625	–	–	0.09%	88
2026 Q1	$728K	Hold	7,625	–	–	0.08%	88
2025 Q4	$793K	Hold	7,625	–	–	0.09%	82
2025 Q3	$795K	Hold	7,625	–	–	0.09%	81
2025 Q2	$739K	Hold	7,625	–	–	0.09%	83
2025 Q1	$618K	Hold	7,625	–	–	0.08%	90
2024 Q4	$683K	Hold	7,625	–	–	0.09%	83
2024 Q3	$641K	Hold	7,625	–	–	0.09%	82
2024 Q2	$621K	Hold	7,625	–	–	0.09%	82
2024 Q1	$576K	Hold	7,625	–	–	0.09%	72
2023 Q4	$517K	Hold	7,625	–	–	0.09%	75
2023 Q3	$455K	Hold	7,625	–	–	0.09%	75
2023 Q2	$475K	Hold	7,625	–	–	0.09%	77
2023 Q1	$422K	Hold	7,625	–	–	0.09%	74
2022 Q4	$371K	Sell	7,625 -800	-9%	-$40K	0.08%	78
2022 Q3	$407K	Hold	8,425	–	–	0.11%	69
2022 Q2	$422K	Hold	8,425	–	–	0.11%	71
2022 Q1	$548K	Buy	8,425 +800	+10%	+$51.1K	0.13%	66
2021 Q4	$548K	Sell	7,625 -1,105	-13%	-$77.7K	0.13%	64
2021 Q3	$572K	Buy	8,730 +165	+2%	+$11.1K	0.16%	61
2021 Q2	$555K	Buy	8,565 +105	+1%	+$6.44K	0.15%	64
2021 Q1	$488K	Buy	8,460 +835	+11%	+$48.9K	0.15%	59
2020 Q4	$442K	Hold	7,625	–	–	0.15%	56
2020 Q3	$408K	Hold	7,625	–	–	0.16%	51
2020 Q2	$358K	Hold	7,625	–	–	0.15%	55
2020 Q1	$283K	Hold	7,625	–	–	0.14%	60
2019 Q4	$320K	Hold	7,625	–	–	0.15%	60
2019 Q3	$292K	Hold	7,625	–	–	0.17%	59
2019 Q2	$293K	Hold	7,625	–	–	0.17%	49
2019 Q1	$279K	Hold	7,625	–	–	0.18%	49
2018 Q4	$242K	Buy	+7,625	New	+$258K	0.18%	50

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

HHM Wealth Advisors's ILCG Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 7,625 shares worth $892K. The position accounts for 0.09% of the portfolio, ranked #88.

HHM Wealth Advisors first reported a position in ILCG in Q4 2018 and has held it in 31 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

HHM Wealth Advisors held 7,625 shares of iShares Morningstar Growth ETF worth $892K as of Q2 2026.
HHM Wealth Advisors left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.09% of HHM Wealth Advisors's portfolio in Q2 2026, its #88 holding.
HHM Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.