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Prosperity Consulting Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Prosperity Consulting Group’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
Q1 		$1.65M Sell
17,233
-76
-0.4% -$7.72K 0.07% 178
2025
Q4 		$1.8M Buy
17,309
+2,271
+15% +$237K 0.08% 170
2025
Q3 		$1.57M Buy
+15,038
New +$1.51M 0.08% 194

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prosperity Consulting Group's ILCG Position: Q1 2026 in Review

Prosperity Consulting Group reduced its iShares Morningstar Growth ETF (ILCG) stake by 0.44% in Q1 2026, selling an estimated $7.72K and leaving 17,233 shares worth $1.65M. The position accounts for 0.07% of the portfolio, ranked #178.

Prosperity Consulting Group first reported a position in ILCG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.8M in Q4 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Prosperity Consulting Group held 17,233 shares of iShares Morningstar Growth ETF worth $1.65M as of Q1 2026.
  • Prosperity Consulting Group sold 76 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $7.72K.
  • iShares Morningstar Growth ETF made up 0.07% of Prosperity Consulting Group's portfolio in Q1 2026, its #178 holding.
  • Prosperity Consulting Group first reported a position in iShares Morningstar Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Prosperity Consulting Group's iShares Morningstar Growth ETF position peaked at $1.8M in Q4 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.