JO
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John Overdeck’s iShares Morningstar Growth ETF ILCG Stock Holding History

John Overdeck’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 		– Sell
-106,700
Closed -$10.2M – 5232
2026
Q1 		$10.2M Buy
106,700
+46,500
+77% +$4.72M 0.01% 1394
2025
Q4 		$6.26M Buy
60,200
+1,500
+3% +$157K 0.01% 1513
2025
Q3 		$6.12M Sell
58,700
-30,900
-34% -$3.1M 0.01% 1304
2025
Q2 		$8.68M Buy
89,600
+82,000
+1,079% +$7.12M 0.02% 893
2025
Q1 		$616K Sell
7,600
-12,000
-61% -$1.06M ﹤0.01% 2429
2024
Q4 		$1.76M Sell
19,600
-23,200
-54% -$2.05M ﹤0.01% 1805
2024
Q3 		$3.6M Buy
42,800
+27,200
+174% +$2.2M 0.01% 1273
2024
Q2 		$1.27M Buy
15,600
+4,100
+36% +$314K ﹤0.01% 1858
2024
Q1 		$868K Sell
11,500
-15,800
-58% -$1.14M ﹤0.01% 2041
2023
Q4 		$1.85M Buy
27,300
+6,400
+31% +$405K ﹤0.01% 1635
2023
Q3 		$1.25M Buy
+20,900
New +$1.3M ﹤0.01% 1807

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

John Overdeck's ILCG Position: Q2 2026 in Review

John Overdeck sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2026, closing a stake of 106,700 shares — an estimated $10.2M sold.

John Overdeck first reported a position in ILCG in Q3 2023 and held it in 11 quarters. The position peaked at $10.2M in Q1 2026. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • John Overdeck reported no remaining iShares Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 106,700 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $10.2M.
  • John Overdeck first reported a position in iShares Morningstar Growth ETF in Q3 2023 and held it in 11 quarters.
  • John Overdeck's iShares Morningstar Growth ETF position peaked at $10.2M in Q1 2026.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.