IHT Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.73M | Sell |
57,532
-399
| -0.7% | -$44.6K | 0.14% | 146 |
|
|
2026
Q1 | $5.53M | Buy |
57,931
+331
| +0.6% | +$33.6K | 0.13% | 167 |
|
|
2025
Q4 | $5.99M | Sell |
57,600
-613
| -1% | -$64K | 0.15% | 143 |
|
|
2025
Q3 | $6.07M | Sell |
58,213
-481
| -0.8% | -$48.3K | 0.15% | 140 |
|
|
2025
Q2 | $5.69M | Sell |
58,694
-554
| -0.9% | -$48.1K | 0.16% | 130 |
|
|
2025
Q1 | $4.8M | Buy |
59,248
+337
| +0.6% | +$29.9K | 0.15% | 138 |
|
|
2024
Q4 | $5.28M | Sell |
58,911
-233
| -0.4% | -$20.6K | 0.17% | 119 |
|
|
2024
Q3 | $4.97M | Sell |
59,144
-443
| -0.7% | -$35.9K | 0.14% | 139 |
|
|
2024
Q2 | $4.85M | Sell |
59,587
-972
| -2% | -$74.4K | 0.18% | 112 |
|
|
2024
Q1 | $4.57M | Sell |
60,559
-717
| -1% | -$51.7K | 0.18% | 112 |
|
|
2023
Q4 | $4.16M | Sell |
61,276
-130
| -0.2% | -$8.22K | 0.19% | 115 |
|
|
2023
Q3 | $3.66M | Buy |
61,406
+1,063
| +2% | +$66.1K | 0.19% | 114 |
|
|
2023
Q2 | $3.76M | Sell |
60,343
-14,197
| -19% | -$816K | 0.2% | 108 |
|
|
2023
Q1 | $4.13M | Buy |
74,540
+481
| +0.6% | +$25.2K | 0.24% | 91 |
|
|
2022
Q4 | $3.61M | Buy |
74,059
+2,309
| +3% | +$115K | 0.23% | 104 |
|
|
2022
Q3 | $3.46M | Buy |
71,750
+1,603
| +2% | +$86.6K | 0.26% | 82 |
|
|
2022
Q2 | $3.51M | Sell |
70,147
-4,708
| -6% | -$261K | 0.31% | 66 |
|
|
2022
Q1 | $4.87M | Sell |
74,855
-629
| -0.8% | -$40.1K | 0.37% | 51 |
|
|
2021
Q4 | $5.42M | Buy |
75,484
+969
| +1% | +$68.1K | 0.4% | 45 |
|
|
2021
Q3 | $4.88M | Buy |
74,515
+1,713
| +2% | +$116K | 0.4% | 48 |
|
|
2021
Q2 | $4.71M | Buy |
72,802
+5,107
| +8% | +$313K | 0.3% | 70 |
|
|
2021
Q1 | $3.91M | Buy |
67,695
+9,890
| +17% | +$579K | 0.28% | 78 |
|
|
2020
Q4 | $3.35M | Buy |
57,805
+15,705
| +37% | +$871K | 0.28% | 82 |
|
|
2020
Q3 | $2.25M | Buy |
42,100
+12,040
| +40% | +$621K | 0.23% | 102 |
|
|
2020
Q2 | $1.41M | Buy |
30,060
+18,815
| +167% | +$818K | 0.19% | 120 |
|
|
2020
Q1 | $418K | Buy |
+11,245
| New | +$470K | 0.06% | 317 |
|
|
2019
Q1 | – | Sell |
-35,220
| Closed | -$1.12M | – | 526 |
|
|
2018
Q4 | $1.12M | Buy |
35,220
+550
| +2% | +$18.6K | 0.22% | 122 |
|
|
2018
Q3 | $1.29M | Buy |
34,670
+21,710
| +168% | +$786K | 0.28% | 95 |
|
|
2018
Q2 | $453K | Buy |
12,960
+8,115
| +167% | +$276K | 0.12% | 217 |
|
|
2018
Q1 | $154K | Buy |
4,845
+505
| +12% | +$16.8K | 0.04% | 401 |
|
|
2017
Q4 | $142K | Hold |
4,340
| – | – | 0.04% | 415 |
|
|
2017
Q3 | $129K | Buy |
4,340
+5
| +0.1% | +$144 | 0.05% | 311 |
|
|
2017
Q2 | $100K | Sell |
4,335
-4,315
| -50% | -$119K | 0.05% | 338 |
|
|
2017
Q1 | $227K | Buy |
8,650
+2,165
| +33% | +$55.5K | 0.15% | 162 |
|
|
2016
Q4 | $158K | Buy |
+6,485
| New | +$156K | 0.12% | 197 |
|
Other funds holding ILCG
CT
FWP
BDWCC
IHT Wealth Management's ILCG Position: Q2 2026 in Review
IHT Wealth Management reduced its iShares Morningstar Growth ETF (ILCG) stake by 0.69% in Q2 2026, selling an estimated $44.6K and leaving 57,532 shares worth $6.73M. The position accounts for 0.14% of the portfolio, ranked #146.
IHT Wealth Management first reported a position in ILCG in Q4 2016 and has held it in 35 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.
- IHT Wealth Management held 57,532 shares of iShares Morningstar Growth ETF worth $6.73M as of Q2 2026.
- IHT Wealth Management sold 399 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $44.6K.
- iShares Morningstar Growth ETF made up 0.14% of IHT Wealth Management's portfolio in Q2 2026, its #146 holding.
- IHT Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2016 and has held it in 35 quarters since.
- 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.