J. M. Brown & Associates’s iShares Morningstar Growth ETF ILCG Stock Holding History

J. M. Brown & Associates’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	$716K	Buy	+6,119	New	+$684K	0.41%	77

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

J. M. Brown & Associates's ILCG Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 6,119 shares worth $716K. The stake represents 0.41% of the portfolio and ranks #77 among its holdings.

340 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

J. M. Brown & Associates held 6,119 shares of iShares Morningstar Growth ETF worth $716K as of Q2 2026.
iShares Morningstar Growth ETF was a new J. M. Brown & Associates position in Q2 2026.
iShares Morningstar Growth ETF made up 0.41% of J. M. Brown & Associates's portfolio in Q2 2026, its #77 holding.
340 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.