New Insight Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

New Insight Wealth Advisors’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	$256K	Sell	2,191 -1,711	-44%	-$191K	0.08%	111
2026 Q1	$373K	Sell	3,902 -526	-12%	-$53.4K	0.13%	83
2025 Q4	$461K	Sell	4,428 -385	-8%	-$40.2K	0.16%	76
2025 Q3	$502K	Sell	4,813 -526	-10%	-$52.8K	0.19%	75
2025 Q2	$517K	Sell	5,339 -140	-3%	-$12.2K	0.21%	67
2025 Q1	$444K	Buy	5,479 +394	+8%	+$34.9K	0.2%	65
2024 Q4	$456K	Buy	+5,085	New	+$450K	0.23%	56

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

New Insight Wealth Advisors's ILCG Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its iShares Morningstar Growth ETF (ILCG) stake by 44% in Q2 2026, selling an estimated $191K and leaving 2,191 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #111.

New Insight Wealth Advisors first reported a position in ILCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $517K in Q2 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

New Insight Wealth Advisors held 2,191 shares of iShares Morningstar Growth ETF worth $256K as of Q2 2026.
New Insight Wealth Advisors sold 1,711 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $191K.
iShares Morningstar Growth ETF made up 0.08% of New Insight Wealth Advisors's portfolio in Q2 2026, its #111 holding.
New Insight Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
New Insight Wealth Advisors's iShares Morningstar Growth ETF position peaked at $517K in Q2 2025.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.