KJWM
ILCG icon

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

Kiley Juergens 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 		$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

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

Kiley Juergens Wealth Management's ILCG Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its iShares Morningstar Growth ETF (ILCG) stake by 0.78% in Q1 2026, selling an estimated $114K and leaving 142,759 shares worth $13.6M. The position accounts for 2.41% of the portfolio, ranked #11.

Kiley Juergens Wealth Management first reported a position in ILCG in Q4 2017 and has held it in 34 quarters since. The position peaked at $15.3M in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Kiley Juergens Wealth Management held 142,759 shares of iShares Morningstar Growth ETF worth $13.6M as of Q1 2026.
  • Kiley Juergens Wealth Management sold 1,123 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $114K.
  • iShares Morningstar Growth ETF made up 2.41% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Kiley Juergens Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Kiley Juergens Wealth Management's iShares Morningstar Growth ETF position peaked at $15.3M in Q3 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.