KFI
ILCG icon

Key Financial Inc’s iShares Morningstar Growth ETF ILCG Stock Holding History

Key Financial Inc’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 		$1.95M Buy
16,690
+1,652
+11% +$185K 0.32% 56
2026
Q1 		$1.44M Buy
15,038
+7,298
+94% +$741K 0.26% 76
2025
Q4 		$805K Buy
7,740
+360
+5% +$37.6K 0.15% 124
2025
Q3 		$772K Buy
7,380
+540
+8% +$54.2K 0.14% 130
2025
Q2 		$663K Buy
6,840
+2,144
+46% +$186K 0.13% 134
2025
Q1 		$380K Buy
4,696
+1,182
+34% +$105K 0.08% 186
2024
Q4 		$315K Buy
3,514
+241
+7% +$21.3K 0.07% 194
2024
Q3 		$275K Buy
3,273
+355
+12% +$28.8K 0.06% 213
2024
Q2 		$238K Buy
2,918
+898
+44% +$68.7K 0.06% 219
2024
Q1 		$152K Hold
2,020
– – 0.04% 254
2023
Q4 		$137K Hold
2,020
– – 0.04% 254
2023
Q3 		$120K Hold
2,020
– – 0.04% 256
2023
Q2 		$126K Hold
2,020
– – 0.04% 259
2023
Q1 		$112K Hold
2,020
– – 0.04% 265
2022
Q4 		$97.5K Hold
2,020
– – 0.05% 244
2022
Q3 		$97K Hold
2,020
– – 0.05% 248
2022
Q2 		$102K Hold
2,020
– – 0.06% 231
2022
Q1 		$131K Hold
2,020
– – 0.07% 213
2021
Q4 		$145K Buy
2,020
+1,765
+692% +$124K 0.07% 181
2021
Q3 		$17K Hold
255
– – 0.01% 490
2021
Q2 		$17K Hold
255
– – 0.01% 491
2021
Q1 		$15K Hold
255
– – 0.01% 435
2020
Q4 		$15K Buy
+255
New +$14.1K 0.01% 412
2020
Q2 		– Sell
-1,360
Closed -$51K – 348
2020
Q1 		$51K Buy
+1,360
New +$56.9K 0.05% 210

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

Key Financial Inc's ILCG Position: Q2 2026 in Review

Key Financial Inc increased its iShares Morningstar Growth ETF (ILCG) stake by 11% in Q2 2026, buying an estimated $185K and bringing the position to 16,690 shares worth $1.95M. The position accounts for 0.32% of the portfolio, ranked #56.

Key Financial Inc first reported a position in ILCG in Q1 2020 and has held it in 24 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Key Financial Inc held 16,690 shares of iShares Morningstar Growth ETF worth $1.95M as of Q2 2026.
  • Key Financial Inc bought 1,652 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $185K.
  • iShares Morningstar Growth ETF made up 0.32% of Key Financial Inc's portfolio in Q2 2026, its #56 holding.
  • Key Financial Inc first reported a position in iShares Morningstar Growth ETF in Q1 2020 and has held it in 24 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.