Salomon & Ludwin’s iShares Morningstar Growth ETF ILCG Stock Holding History

Salomon & Ludwin’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	$57.8K	Sell	500 -26	-5%	-$2.91K	﹤0.01%	471
2026 Q1	$50.9K	Hold	526	–	–	﹤0.01%	478
2025 Q4	$55.1K	Sell	526 -4	-0.8%	-$418	﹤0.01%	382
2025 Q3	$55.4K	Sell	530 -27	-5%	-$2.71K	0.01%	358
2025 Q2	$53.7K	Sell	557 -29	-5%	-$2.52K	0.01%	259
2025 Q1	$47.5K	Hold	586	–	–	0.01%	258
2024 Q4	$52.5K	Sell	586 -30	-5%	-$2.65K	0.01%	238
2024 Q3	$51.8K	Sell	616 -32	-5%	-$2.59K	0.01%	257
2024 Q2	$52.8K	Sell	648 -780	-55%	-$59.7K	0.01%	250
2024 Q1	$108K	Sell	1,428 -38	-3%	-$2.74K	0.01%	240
2023 Q4	$87.4K	Hold	1,466	–	–	0.01%	238
2023 Q3	$87.4K	Buy	+1,466	New	+$91.1K	0.01%	238

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

Salomon & Ludwin's ILCG Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares Morningstar Growth ETF (ILCG) stake by 4.9% in Q2 2026, selling an estimated $2.91K and leaving 500 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Salomon & Ludwin first reported a position in ILCG in Q3 2023 and has held it in 12 quarters since. The position peaked at $108K in Q1 2024. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Salomon & Ludwin held 500 shares of iShares Morningstar Growth ETF worth $57.8K as of Q2 2026.
Salomon & Ludwin sold 26 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $2.91K.
iShares Morningstar Growth ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #471 holding.
Salomon & Ludwin first reported a position in iShares Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's iShares Morningstar Growth ETF position peaked at $108K in Q1 2024.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.