RWM
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Redstone Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Redstone Wealth Management’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 		$245K Sell
2,090
-2,191
-51% -$245K 0.16% 28
2026
Q1 		$409K Hold
4,281
– – 0.33% 31
2025
Q4 		$445K Buy
+4,281
New +$447K 0.35% 28

Other funds holding ILCG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Redstone Wealth Management's ILCG Position: Q2 2026 in Review

Redstone Wealth Management reduced its iShares Morningstar Growth ETF (ILCG) stake by 51% in Q2 2026, selling an estimated $245K and leaving 2,090 shares worth $245K. The position accounts for 0.16% of the portfolio, ranked #28.

Redstone Wealth Management first reported a position in ILCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $445K in Q4 2025. 62 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Redstone Wealth Management held 2,090 shares of iShares Morningstar Growth ETF worth $245K as of Q2 2026.
  • Redstone Wealth Management sold 2,191 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $245K.
  • iShares Morningstar Growth ETF made up 0.16% of Redstone Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Redstone Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Redstone Wealth Management's iShares Morningstar Growth ETF position peaked at $445K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Redstone Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.