KPP Advisory Services’s iShares Morningstar Growth ETF ILCG Stock Holding History

KPP Advisory Services’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	$323K	Hold	2,758	–	–	0.04%	290
2026 Q1	$263K	Hold	2,758	–	–	0.04%	300
2025 Q4	$287K	Buy	2,758 +700	+34%	+$73.1K	0.04%	280
2025 Q3	$215K	Buy	+2,058	New	+$207K	0.03%	316
2024 Q2	–	Sell	-4,804	Closed	-$363K	–	247
2024 Q1	$363K	Buy	+4,804	New	+$346K	0.1%	161

Other funds holding ILCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

KPP Advisory Services's ILCG Position: Q2 2026 in Review

KPP Advisory Services held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 2,758 shares worth $323K. The position accounts for 0.04% of the portfolio, ranked #290.

KPP Advisory Services first reported a position in ILCG in Q1 2024 and has held it in 5 quarters since. The position peaked at $363K in Q1 2024. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

KPP Advisory Services held 2,758 shares of iShares Morningstar Growth ETF worth $323K as of Q2 2026.
KPP Advisory Services left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.04% of KPP Advisory Services's portfolio in Q2 2026, its #290 holding.
KPP Advisory Services first reported a position in iShares Morningstar Growth ETF in Q1 2024 and has held it in 5 quarters since.
KPP Advisory Services's iShares Morningstar Growth ETF position peaked at $363K in Q1 2024.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.