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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
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 $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

Kaydan Wealth Management's ILCG Position: Q1 2026 in Review

Kaydan Wealth Management held its iShares Morningstar Growth ETF (ILCG) position steady in Q1 2026 at 2,750 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #94.

Kaydan Wealth Management first reported a position in ILCG in Q4 2021 and has held it in 11 quarters since. The position peaked at $287K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Kaydan Wealth Management held 2,750 shares of iShares Morningstar Growth ETF worth $263K as of Q1 2026.
  • Kaydan Wealth Management left its iShares Morningstar Growth ETF share count unchanged in Q1 2026.
  • iShares Morningstar Growth ETF made up 0.09% of Kaydan Wealth Management's portfolio in Q1 2026, its #94 holding.
  • Kaydan Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2021 and has held it in 11 quarters since.
  • Kaydan Wealth Management's iShares Morningstar Growth ETF position peaked at $287K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.