KAS
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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
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
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

KPP Advisory Services's ILCG Position: Q1 2026 in Review

KPP Advisory Services held its iShares Morningstar Growth ETF (ILCG) position steady in Q1 2026 at 2,758 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #300.

KPP Advisory Services first reported a position in ILCG in Q1 2024 and has held it in 4 quarters since. The position peaked at $363K in Q1 2024. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • KPP Advisory Services held 2,758 shares of iShares Morningstar Growth ETF worth $263K as of Q1 2026.
  • KPP Advisory Services left its iShares Morningstar Growth ETF share count unchanged in Q1 2026.
  • iShares Morningstar Growth ETF made up 0.04% of KPP Advisory Services's portfolio in Q1 2026, its #300 holding.
  • KPP Advisory Services first reported a position in iShares Morningstar Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • KPP Advisory Services's iShares Morningstar Growth ETF position peaked at $363K in Q1 2024.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.