JWM
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JGP Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

JGP 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
Q2 		$1.07M Sell
9,103
-421
-4% -$47.1K 0.1% 106
2026
Q1 		$909K Sell
9,524
-4,188
-31% -$425K 0.09% 109
2025
Q4 		$1.43M Buy
13,712
+4,369
+47% +$456K 0.15% 87
2025
Q3 		$980K Buy
9,343
+5,846
+167% +$587K 0.11% 105
2025
Q2 		$339K Buy
3,497
+548
+19% +$47.6K 0.04% 156
2025
Q1 		$239K Buy
2,949
+442
+18% +$39.2K 0.03% 174
2024
Q4 		$225K Buy
+2,507
New +$222K 0.03% 173

Other funds holding ILCG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

JGP Wealth Management's ILCG Position: Q2 2026 in Review

JGP Wealth Management reduced its iShares Morningstar Growth ETF (ILCG) stake by 4.4% in Q2 2026, selling an estimated $47.1K and leaving 9,103 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #106.

JGP Wealth Management first reported a position in ILCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q4 2025. 57 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • JGP Wealth Management held 9,103 shares of iShares Morningstar Growth ETF worth $1.07M as of Q2 2026.
  • JGP Wealth Management sold 421 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $47.1K.
  • iShares Morningstar Growth ETF made up 0.1% of JGP Wealth Management's portfolio in Q2 2026, its #106 holding.
  • JGP Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • JGP Wealth Management's iShares Morningstar Growth ETF position peaked at $1.43M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.