KWA
ILCG icon

Kingswood Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Kingswood Wealth Advisors’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 		$258K Buy
2,203
+7
+0.3% +$783 0.01% 844
2026
Q1 		$210K Buy
2,196
+125
+6% +$12.7K 0.01% 871
2025
Q4 		$215K Buy
+2,071
New +$216K 0.01% 796

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

Kingswood Wealth Advisors's ILCG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares Morningstar Growth ETF (ILCG) stake by 0.32% in Q2 2026, buying an estimated $783 and bringing the position to 2,203 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #844.

Kingswood Wealth Advisors first reported a position in ILCG in Q4 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Kingswood Wealth Advisors held 2,203 shares of iShares Morningstar Growth ETF worth $258K as of Q2 2026.
  • Kingswood Wealth Advisors bought 7 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $783.
  • iShares Morningstar Growth ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #844 holding.
  • Kingswood Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.