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

LJI 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	$518K	Hold	4,427	–	–	0.07%	110
2026 Q1	$423K	Buy	4,427 +67	+2%	+$6.81K	0.07%	117
2025 Q4	$454K	Hold	4,360	–	–	0.07%	114
2025 Q3	$455K	Hold	4,360	–	–	0.08%	94
2025 Q2	$422K	Buy	4,360 +6	+0.1%	+$521	0.07%	112
2025 Q1	$353K	Buy	4,354 +114	+3%	+$10.1K	0.07%	118
2024 Q4	$380K	Hold	4,240	–	–	0.07%	111
2024 Q3	$356K	Hold	4,240	–	–	0.07%	139
2024 Q2	$345K	Hold	4,240	–	–	0.08%	134
2024 Q1	$320K	Hold	4,240	–	–	0.08%	112
2023 Q4	$288K	Sell	4,240 -100	-2%	-$6.32K	0.07%	135
2023 Q3	$259K	Sell	4,340 -40	-0.9%	-$2.49K	0.07%	135
2023 Q2	$273K	Buy	+4,380	New	+$252K	0.08%	129

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 22.96% 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

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

LJI Wealth Management held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 4,427 shares worth $518K. The position accounts for 0.07% of the portfolio, ranked #110.

LJI Wealth Management first reported a position in ILCG in Q2 2023 and has held it in 13 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

LJI Wealth Management held 4,427 shares of iShares Morningstar Growth ETF worth $518K as of Q2 2026.
LJI Wealth Management left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.07% of LJI Wealth Management's portfolio in Q2 2026, its #110 holding.
LJI Wealth Management first reported a position in iShares Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.