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Madison Wealth Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Madison Wealth Partners’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 		$4.8M Sell
40,983
-102
-0.2% -$11.4K 0.61% 32
2026
Q1 		$3.92M Buy
41,085
+942
+2% +$95.7K 0.63% 31
2025
Q4 		$4.18M Sell
40,143
-497
-1% -$51.9K 0.76% 26
2025
Q3 		$4.24M Sell
40,640
-198
-0.5% -$19.9K 0.84% 20
2025
Q2 		$3.96M Sell
40,838
-1,020
-2% -$88.6K 0.86% 20
2025
Q1 		$3.39M Sell
41,858
-3,397
-8% -$301K 0.84% 21
2024
Q4 		$4.05M Buy
45,255
+572
+1% +$50.6K 1.13% 18
2024
Q3 		$3.76M Buy
44,683
+171
+0.4% +$13.9K 1.11% 18
2024
Q2 		$3.62M Sell
44,512
-116
-0.3% -$8.88K 1.24% 16
2024
Q1 		$3.37M Buy
44,628
+217
+0.5% +$15.6K 1.22% 16
2023
Q4 		$3.01M Buy
44,411
+345
+0.8% +$21.8K 1.19% 16
2023
Q3 		$2.63M Buy
44,066
+424
+1% +$26.4K 1.33% 15
2023
Q2 		$2.72M Buy
43,642
+5,638
+15% +$324K 1.27% 16
2023
Q1 		$2.1M Buy
38,004
+2,236
+6% +$117K 1.06% 18
2022
Q4 		$1.74M Buy
35,768
+30,258
+549% +$1.51M 1.02% 20
2022
Q3 		$266K Sell
5,510
-825
-13% -$44.6K 0.17% 62
2022
Q2 		$317K Buy
6,335
+1,655
+35% +$91.7K 0.2% 53
2022
Q1 		$304K Buy
+4,680
New +$299K 0.17% 54

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Madison Wealth Partners's ILCG Position: Q2 2026 in Review

Madison Wealth Partners reduced its iShares Morningstar Growth ETF (ILCG) stake by 0.25% in Q2 2026, selling an estimated $11.4K and leaving 40,983 shares worth $4.8M. The position accounts for 0.61% of the portfolio, ranked #32.

Madison Wealth Partners first reported a position in ILCG in Q1 2022 and has held it in 18 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Madison Wealth Partners held 40,983 shares of iShares Morningstar Growth ETF worth $4.8M as of Q2 2026.
  • Madison Wealth Partners sold 102 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $11.4K.
  • iShares Morningstar Growth ETF made up 0.61% of Madison Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • Madison Wealth Partners first reported a position in iShares Morningstar Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.