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

Sherman 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 		$309K Hold
2,643
– – 0.23% 65
2026
Q1 		$252K Buy
2,643
+2
+0.1% +$203 0.22% 70
2025
Q4 		$275K Buy
+2,641
New +$276K 0.24% 67

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Sherman Wealth Management held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 2,643 shares worth $309K. The position accounts for 0.23% of the portfolio, ranked #65.

Sherman Wealth Management first reported a position in ILCG in Q4 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Sherman Wealth Management held 2,643 shares of iShares Morningstar Growth ETF worth $309K as of Q2 2026.
  • Sherman Wealth Management left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.23% of Sherman Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Sherman Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 242 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.