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Joel Adams & Associates’s iShares Morningstar Growth ETF ILCG Stock Holding History

Joel Adams & 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
Q1 		$281K Buy
2,946
+3
+0.1% +$305 0.21% 56
2025
Q4 		$306K Sell
2,943
-78
-3% -$8.15K 0.23% 52
2025
Q3 		$315K Buy
+3,021
New +$303K 0.25% 51

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

Joel Adams & Associates's ILCG Position: Q1 2026 in Review

Joel Adams & Associates increased its iShares Morningstar Growth ETF (ILCG) stake by 0.1% in Q1 2026, buying an estimated $305 and bringing the position to 2,946 shares worth $281K. The position accounts for 0.21% of the portfolio, ranked #56.

Joel Adams & Associates first reported a position in ILCG in Q3 2025 and has held it in 3 quarters since. The position peaked at $315K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Joel Adams & Associates held 2,946 shares of iShares Morningstar Growth ETF worth $281K as of Q1 2026.
  • Joel Adams & Associates bought 3 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $305.
  • iShares Morningstar Growth ETF made up 0.21% of Joel Adams & Associates's portfolio in Q1 2026, its #56 holding.
  • Joel Adams & Associates first reported a position in iShares Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Joel Adams & Associates's iShares Morningstar Growth ETF position peaked at $315K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.