Kane Investment Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Kane Investment 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	$1.84M	Sell	15,696 -1,107	-7%	-$124K	0.78%	34
2026 Q1	$1.6M	Sell	16,803 -932	-5%	-$94.7K	0.83%	33
2025 Q4	$1.85M	Sell	17,735 -411	-2%	-$42.9K	0.9%	24
2025 Q3	$1.89M	Buy	18,146 +11	+0.1%	+$1.1K	0.92%	24
2025 Q2	$1.76M	Buy	18,135 +308	+2%	+$26.7K	0.92%	26
2025 Q1	$1.44M	Sell	17,827 -175	-1%	-$15.5K	0.7%	29
2024 Q4	$1.61M	Buy	+18,002	New	+$1.59M	0.9%	25

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

Kane Investment Management's ILCG Position: Q2 2026 in Review

Kane Investment Management reduced its iShares Morningstar Growth ETF (ILCG) stake by 6.6% in Q2 2026, selling an estimated $124K and leaving 15,696 shares worth $1.84M. The position accounts for 0.78% of the portfolio, ranked #34.

Kane Investment Management first reported a position in ILCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q3 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Kane Investment Management held 15,696 shares of iShares Morningstar Growth ETF worth $1.84M as of Q2 2026.
Kane Investment Management sold 1,107 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $124K.
iShares Morningstar Growth ETF made up 0.78% of Kane Investment Management's portfolio in Q2 2026, its #34 holding.
Kane Investment Management first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Kane Investment Management's iShares Morningstar Growth ETF position peaked at $1.89M in Q3 2025.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Kane Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.