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Horst & Graben Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Horst & Graben 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
Q1 		$2.02M Sell
18,222
-525
-3% -$53.3K 0.28% 57
2025
Q4 		$1.95M Sell
18,747
-337
-2% -$35.2K 0.29% 47
2025
Q3 		$1.99M Buy
19,084
+1
+0% +$100 0.3% 50
2025
Q2 		$1.85M Sell
19,083
-1
-0% -$87 0.31% 51
2025
Q1 		$1.55M Hold
19,084
– – 0.28% 52
2024
Q4 		$1.71M Sell
19,084
-80
-0.4% -$7.08K 0.3% 48
2024
Q3 		$1.61M Sell
19,164
-87
-0.5% -$7.05K 0.29% 45
2024
Q2 		$1.57M Sell
19,251
-115
-0.6% -$8.8K 0.3% 46
2024
Q1 		$1.46M Sell
19,366
-113
-0.6% -$8.14K 0.3% 45
2023
Q4 		$1.32M Sell
19,479
-1,275
-6% -$80.6K 0.29% 44
2023
Q3 		$1.24M Sell
20,754
-163
-0.8% -$10.1K 0.3% 38
2023
Q2 		$1.3M Sell
20,917
-158
-0.7% -$9.08K 0.31% 36
2023
Q1 		$1.17M Sell
21,075
-2,035
-9% -$107K 0.29% 42
2022
Q4 		$1.13M Buy
23,110
+586
+3% +$29.3K 0.29% 44
2022
Q3 		$1.09M Sell
22,524
-1,184
-5% -$64K 0.31% 38
2022
Q2 		$1.19M Buy
23,708
+77
+0.3% +$4.27K 0.32% 41
2022
Q1 		$1.54M Buy
23,631
+27
+0.1% +$1.72K 0.38% 38
2021
Q4 		$1.7M Sell
23,604
-1,837
-7% -$129K 0.42% 37
2021
Q3 		$1.67M Sell
25,441
-242
-0.9% -$16.3K 0.46% 37
2021
Q2 		$1.66M Buy
25,683
+1,208
+5% +$74.1K 0.46% 35
2021
Q1 		$1.41M Buy
24,475
+1,145
+5% +$67K 0.44% 34
2020
Q4 		$1.35M Sell
23,330
-95
-0.4% -$5.27K 0.47% 33
2020
Q3 		$1.25M Sell
23,425
-250
-1% -$12.9K 0.49% 33
2020
Q2 		$1.11M Buy
23,675
+15
+0.1% +$652 0.49% 28
2020
Q1 		$879K Buy
+23,660
New +$989K 0.46% 28

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

Horst & Graben Wealth Management's ILCG Position: Q1 2026 in Review

Horst & Graben Wealth Management reduced its iShares Morningstar Growth ETF (ILCG) stake by 2.8% in Q1 2026, selling an estimated $53.3K and leaving 18,222 shares worth $2.02M. The position accounts for 0.28% of the portfolio, ranked #57.

Horst & Graben Wealth Management first reported a position in ILCG in Q1 2020 and has held it in 25 quarters since. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Horst & Graben Wealth Management held 18,222 shares of iShares Morningstar Growth ETF worth $2.02M as of Q1 2026.
  • Horst & Graben Wealth Management sold 525 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $53.3K.
  • iShares Morningstar Growth ETF made up 0.28% of Horst & Graben Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Horst & Graben Wealth Management first reported a position in iShares Morningstar Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.