Proactive Wealth Strategies’s iShares Morningstar Growth ETF ILCG Stock Holding History

Proactive Wealth Strategies’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	$1.93M	Sell	16,508 -1,960	-11%	-$219K	0.31%	82
2026 Q1	$1.76M	Buy	18,468 +9,125	+98%	+$927K	0.33%	74
2025 Q4	$972K	Sell	9,343 -285	-3%	-$29.8K	0.39%	69
2025 Q3	$1M	Sell	9,628 -32	-0.3%	-$3.21K	0.43%	63
2025 Q2	$936K	Sell	9,660 -40	-0.4%	-$3.47K	0.44%	66
2025 Q1	$786K	Sell	9,700 -252	-3%	-$22.3K	0.42%	66
2024 Q4	$892K	Buy	9,952 +14	+0.1%	+$1.24K	0.46%	58
2024 Q3	$835K	Buy	+9,938	New	+$806K	0.46%	57

Other funds holding ILCG

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Proactive Wealth Strategies's ILCG Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its iShares Morningstar Growth ETF (ILCG) stake by 11% in Q2 2026, selling an estimated $219K and leaving 16,508 shares worth $1.93M. The position accounts for 0.31% of the portfolio, ranked #82.

Proactive Wealth Strategies first reported a position in ILCG in Q3 2024 and has held it in 8 quarters since. 242 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Proactive Wealth Strategies held 16,508 shares of iShares Morningstar Growth ETF worth $1.93M as of Q2 2026.
Proactive Wealth Strategies sold 1,960 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $219K.
iShares Morningstar Growth ETF made up 0.31% of Proactive Wealth Strategies's portfolio in Q2 2026, its #82 holding.
Proactive Wealth Strategies first reported a position in iShares Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
242 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.