McKinley Carter Wealth Services’s iShares Morningstar Growth ETF ILCG Stock Holding History

McKinley Carter Wealth 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 Q2	$32.7M	Buy	279,192 +8,386	+3%	+$938K	1.68%	12
2026 Q1	$25.9M	Sell	270,806 -97,443	-26%	-$9.9M	1.49%	12
2025 Q4	$38.3M	Sell	368,249 -76,196	-17%	-$7.96M	2.14%	8
2025 Q3	$46.4M	Sell	444,445 -16,628	-4%	-$1.67M	2.43%	8
2025 Q2	$44.7M	Buy	461,073 +1,830	+0.4%	+$159K	2.48%	8
2025 Q1	$37.2M	Buy	+459,243	New	+$40.7M	2.29%	9

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

McKinley Carter Wealth Services's ILCG Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its iShares Morningstar Growth ETF (ILCG) stake by 3.1% in Q2 2026, buying an estimated $938K and bringing the position to 279,192 shares worth $32.7M. The position accounts for 1.68% of the portfolio, ranked #12.

McKinley Carter Wealth Services first reported a position in ILCG in Q1 2025 and has held it in 6 quarters since. The position peaked at $46.4M in Q3 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

McKinley Carter Wealth Services held 279,192 shares of iShares Morningstar Growth ETF worth $32.7M as of Q2 2026.
McKinley Carter Wealth Services bought 8,386 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $938K.
iShares Morningstar Growth ETF made up 1.68% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #12 holding.
McKinley Carter Wealth Services first reported a position in iShares Morningstar Growth ETF in Q1 2025 and has held it in 6 quarters since.
McKinley Carter Wealth Services's iShares Morningstar Growth ETF position peaked at $46.4M in Q3 2025.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.