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 Q3	$1.83M	Sell	15,661 -847	-5%	-$97.4K	0.28%	83
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 $468B AUM 17.69% 1-Year Est. Return

Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Proactive Wealth Strategies's ILCG Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its iShares Morningstar Growth ETF (ILCG) stake by 5.1% in Q3 2026, selling an estimated $97.4K and leaving 15,661 shares worth $1.83M. The position accounts for 0.28% of the portfolio, ranked #83.

Proactive Wealth Strategies first reported a position in ILCG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.93M in Q2 2026. 265 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

Proactive Wealth Strategies held 15,661 shares of iShares Morningstar Growth ETF worth $1.83M as of Q3 2026.
Proactive Wealth Strategies sold 847 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $97.4K.
iShares Morningstar Growth ETF made up 0.28% of Proactive Wealth Strategies's portfolio in Q3 2026, its #83 holding.
Proactive Wealth Strategies first reported a position in iShares Morningstar Growth ETF in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's iShares Morningstar Growth ETF position peaked at $1.93M in Q2 2026.
265 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.