Kiley Juergens Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.6M | Sell |
141,722
-1,037
| -0.7% | -$116K | 2.6% | 12 |
|
|
2026
Q1 | $13.6M | Sell |
142,759
-1,123
| -0.8% | -$114K | 2.41% | 11 |
|
|
2025
Q4 | $15M | Sell |
143,882
-3,124
| -2% | -$326K | 3.23% | 11 |
|
|
2025
Q3 | $15.3M | Sell |
147,006
-1,084
| -0.7% | -$109K | 3.38% | 10 |
|
|
2025
Q2 | $14.3M | Sell |
148,090
-670
| -0.5% | -$58.2K | 3.31% | 10 |
|
|
2025
Q1 | $12M | Buy |
148,760
+443
| +0.3% | +$39.3K | 3.2% | 9 |
|
|
2024
Q4 | $13.3M | Sell |
148,317
-698
| -0.5% | -$61.7K | 3.33% | 10 |
|
|
2024
Q3 | $12.5M | Sell |
149,015
-2,766
| -2% | -$224K | 3.25% | 9 |
|
|
2024
Q2 | $12.4M | Sell |
151,781
-3,192
| -2% | -$244K | 3.43% | 9 |
|
|
2024
Q1 | $11.7M | Sell |
154,973
-1,601
| -1% | -$115K | 3.62% | 8 |
|
|
2023
Q4 | $10.6M | Sell |
156,574
-761
| -0.5% | -$48.1K | 3.55% | 8 |
|
|
2023
Q3 | $9.39M | Sell |
157,335
-736
| -0.5% | -$45.8K | 3.39% | 8 |
|
|
2023
Q2 | $9.85M | Sell |
158,071
-2,529
| -2% | -$145K | 3.4% | 8 |
|
|
2023
Q1 | $8.89M | Sell |
160,600
-7,935
| -5% | -$416K | 3.33% | 8 |
|
|
2022
Q4 | $8.2M | Sell |
168,535
-6,046
| -3% | -$302K | 3.44% | 8 |
|
|
2022
Q3 | $8.43M | Sell |
174,581
-2,219
| -1% | -$120K | 3.96% | 7 |
|
|
2022
Q2 | $8.86M | Buy |
176,800
+14,145
| +9% | +$784K | 4.19% | 6 |
|
|
2022
Q1 | $10.6M | Sell |
162,655
-32,452
| -17% | -$2.07M | 5.1% | 6 |
|
|
2021
Q4 | $14M | Sell |
195,107
-298
| -0.2% | -$21K | 5.32% | 5 |
|
|
2021
Q3 | $12.8M | Sell |
195,405
-173
| -0.1% | -$11.7K | 5.61% | 5 |
|
|
2021
Q2 | $12.7M | Sell |
195,578
-4,942
| -2% | -$303K | 5.8% | 5 |
|
|
2021
Q1 | $11.6M | Sell |
200,520
-430
| -0.2% | -$25.2K | 6.04% | 5 |
|
|
2020
Q4 | $11.7M | Sell |
200,950
-2,565
| -1% | -$142K | 6.89% | 5 |
|
|
2020
Q3 | $10.9M | Sell |
203,515
-31,730
| -13% | -$1.64M | 7.96% | 4 |
|
|
2020
Q2 | $11M | Sell |
235,245
-2,025
| -0.9% | -$88K | 9.21% | 3 |
|
|
2020
Q1 | $8.81M | Sell |
237,270
-12,530
| -5% | -$524K | 9.09% | 3 |
|
|
2019
Q4 | $10.5M | Sell |
249,800
-930
| -0.4% | -$37K | 9.21% | 4 |
|
|
2019
Q3 | $9.6M | Buy |
250,730
+780
| +0.3% | +$30.3K | 10.51% | 3 |
|
|
2019
Q2 | $9.59M | Buy |
249,950
+460
| +0.2% | +$17.2K | 10.79% | 2 |
|
|
2019
Q1 | $9.12M | Sell |
249,490
-1,650
| -0.7% | -$57.4K | 11.36% | 2 |
|
|
2018
Q4 | $7.96M | Buy |
251,140
+3,445
| +1% | +$116K | 11.15% | 2 |
|
|
2018
Q3 | $9.21M | Buy |
247,695
+850
| +0.3% | +$30.8K | 6.88% | 3 |
|
|
2018
Q2 | $8.62M | Buy |
246,845
+3,430
| +1% | +$117K | 7.7% | 2 |
|
|
2018
Q1 | $7.98M | Sell |
243,415
-7,885
| -3% | -$262K | 8.66% | 1 |
|
|
2017
Q4 | $7.87M | Buy |
+251,300
| New | +$7.67M | 7.08% | 1 |
|
Other funds holding ILCG
CT
FWP
BDWCC
Kiley Juergens Wealth Management's ILCG Position: Q2 2026 in Review
Kiley Juergens Wealth Management reduced its iShares Morningstar Growth ETF (ILCG) stake by 0.73% in Q2 2026, selling an estimated $116K and leaving 141,722 shares worth $16.6M. The position accounts for 2.6% of the portfolio, ranked #12.
Kiley Juergens Wealth Management first reported a position in ILCG in Q4 2017 and has held it in 35 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.
- Kiley Juergens Wealth Management held 141,722 shares of iShares Morningstar Growth ETF worth $16.6M as of Q2 2026.
- Kiley Juergens Wealth Management sold 1,037 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $116K.
- iShares Morningstar Growth ETF made up 2.6% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #12 holding.
- Kiley Juergens Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.
Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.