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

Kaydan 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 		$322K Hold
2,750
– – 0.1% 94
2026
Q1 		$263K Hold
2,750
– – 0.09% 94
2025
Q4 		$286K Hold
2,750
– – 0.08% 91
2025
Q3 		$287K Hold
2,750
– – 0.08% 92
2025
Q2 		$266K Sell
2,750
-1
-0% -$87 0.09% 93
2025
Q1 		$223K Hold
2,751
– – 0.07% 101
2024
Q4 		$246K Buy
2,751
+1
+0% +$88 0.08% 92
2024
Q3 		$231K Hold
2,750
– – 0.07% 100
2024
Q2 		$224K Hold
2,750
– – 0.08% 97
2024
Q1 		$208K Buy
+2,750
New +$198K 0.07% 102
2022
Q2 		– Sell
-3,105
Closed -$202K – 99
2022
Q1 		$202K Sell
3,105
-695
-18% -$44.4K 0.09% 102
2021
Q4 		$273K Buy
+3,800
New +$267K 0.1% 90

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

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

Kaydan Wealth Management held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 2,750 shares worth $322K. The position accounts for 0.1% of the portfolio, ranked #94.

Kaydan Wealth Management first reported a position in ILCG in Q4 2021 and has held it in 12 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Kaydan Wealth Management held 2,750 shares of iShares Morningstar Growth ETF worth $322K as of Q2 2026.
  • Kaydan Wealth Management left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.1% of Kaydan Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Kaydan Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2021 and has held it in 12 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.