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

Shira Ridge 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	$2.59M	Sell	22,117 -128	-0.6%	-$14.3K	0.9%	20
2026 Q1	$2.12M	Hold	22,245	–	–	0.84%	22
2025 Q4	$2.31M	Sell	22,245 -478	-2%	-$49.9K	0.93%	24
2025 Q3	$2.37M	Hold	22,723	–	–	1.01%	24
2025 Q2	$2.2M	Hold	22,723	–	–	1.01%	25
2025 Q1	$1.84M	Hold	22,723	–	–	0.92%	25
2024 Q4	$2.04M	Sell	22,723 -354	-2%	-$31.3K	1%	23
2024 Q3	$1.94M	Hold	23,077	–	–	0.99%	22
2024 Q2	$1.88M	Sell	23,077 -32	-0.1%	-$2.45K	1.05%	22
2024 Q1	$1.74M	Sell	23,109 -120	-0.5%	-$8.65K	1%	24
2023 Q4	$1.58M	Sell	23,229 -100	-0.4%	-$6.32K	0.95%	24
2023 Q3	$1.39M	Sell	23,329 -202	-0.9%	-$12.6K	0.91%	26
2023 Q2	$1.47M	Sell	23,531 -700	-3%	-$40.2K	0.92%	25
2023 Q1	$1.34M	Sell	24,231 -350	-1%	-$18.3K	0.89%	25
2022 Q4	$1.2M	Buy	+24,581	New	+$1.23M	0.82%	25

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

Shira Ridge Wealth Management's ILCG Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares Morningstar Growth ETF (ILCG) stake by 0.58% in Q2 2026, selling an estimated $14.3K and leaving 22,117 shares worth $2.59M. The position accounts for 0.9% of the portfolio, ranked #20.

Shira Ridge Wealth Management first reported a position in ILCG in Q4 2022 and has held it in 15 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Shira Ridge Wealth Management held 22,117 shares of iShares Morningstar Growth ETF worth $2.59M as of Q2 2026.
Shira Ridge Wealth Management sold 128 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $14.3K.
iShares Morningstar Growth ETF made up 0.9% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #20 holding.
Shira Ridge Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

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