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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

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
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 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. 57 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.
  • 57 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.