LifeSteps Financial’s iShares Morningstar Growth ETF ILCG Stock Holding History

LifeSteps Financial’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	$40.3K	Buy	+344	New	+$38.5K	0.02%	233

Other funds holding ILCG

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LifeSteps Financial's ILCG Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 344 shares worth $40.3K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings.

158 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

LifeSteps Financial held 344 shares of iShares Morningstar Growth ETF worth $40.3K as of Q2 2026.
iShares Morningstar Growth ETF was a new LifeSteps Financial position in Q2 2026.
iShares Morningstar Growth ETF made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #233 holding.
158 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.