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

Kingsview 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 		$1.63M Sell
13,952
-896
-6% -$100K 0.02% 601
2026
Q1 		$1.42M Buy
14,848
+2,657
+22% +$270K 0.02% 581
2025
Q4 		$1.27M Sell
12,191
-114
-0.9% -$11.9K 0.02% 573
2025
Q3 		$1.28M Sell
12,305
-240
-2% -$24.1K 0.02% 547
2025
Q2 		$1.22M Buy
12,545
+463
+4% +$40.2K 0.02% 540
2025
Q1 		$979K Buy
12,082
+149
+1% +$13.2K 0.02% 543
2024
Q4 		$1.07M Buy
11,933
+787
+7% +$69.6K 0.02% 525
2024
Q3 		$937K Sell
11,146
-301
-3% -$24.4K 0.02% 553
2024
Q2 		$932K Buy
11,447
+428
+4% +$32.8K 0.02% 531
2024
Q1 		$832K Sell
11,019
-1,695
-13% -$122K 0.02% 543
2023
Q4 		$862K Buy
+12,714
New +$804K 0.03% 508
2022
Q2 		– Sell
-25,286
Closed -$1.64M – 860
2022
Q1 		$1.64M Sell
25,286
-2,565
-9% -$164K 0.07% 273
2021
Q4 		$2M Sell
27,851
-329
-1% -$23.1K 0.08% 244
2021
Q3 		$1.85M Buy
28,180
+1,480
+6% +$99.9K 0.09% 240
2021
Q2 		$1.73M Buy
26,700
+18,995
+247% +$1.16M 0.09% 254
2021
Q1 		$452K Buy
7,705
+3,840
+99% +$225K 0.03% 528
2020
Q4 		$224K Buy
+3,865
New +$214K 0.02% 616

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

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

Kingsview Wealth Management reduced its iShares Morningstar Growth ETF (ILCG) stake by 6% in Q2 2026, selling an estimated $100K and leaving 13,952 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #601.

Kingsview Wealth Management first reported a position in ILCG in Q4 2020 and has held it in 17 quarters since. The position peaked at $2M in Q4 2021. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Kingsview Wealth Management held 13,952 shares of iShares Morningstar Growth ETF worth $1.63M as of Q2 2026.
  • Kingsview Wealth Management sold 896 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $100K.
  • iShares Morningstar Growth ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #601 holding.
  • Kingsview Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2020 and has held it in 17 quarters since.
  • Kingsview Wealth Management's iShares Morningstar Growth ETF position peaked at $2M in Q4 2021.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.