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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LJI Wealth Management's ILCG Position: Q1 2026 in Review

LJI Wealth Management increased its iShares Morningstar Growth ETF (ILCG) stake by 1.5% in Q1 2026, buying an estimated $6.81K and bringing the position to 4,427 shares worth $423K. The position accounts for 0.07% of the portfolio, ranked #117.

LJI Wealth Management first reported a position in ILCG in Q2 2023 and has held it in 12 quarters since. The position peaked at $455K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

LJI Wealth Management held 4,427 shares of iShares Morningstar Growth ETF worth $423K as of Q1 2026.
LJI Wealth Management bought 67 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $6.81K.
iShares Morningstar Growth ETF made up 0.07% of LJI Wealth Management's portfolio in Q1 2026, its #117 holding.
LJI Wealth Management first reported a position in iShares Morningstar Growth ETF in Q2 2023 and has held it in 12 quarters since.
LJI Wealth Management's iShares Morningstar Growth ETF position peaked at $455K in Q3 2025.
326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.