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

SK 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	$570K	Buy	4,869 +4	+0.1%	+$447	0.13%	49
2026 Q1	$473K	Buy	4,865 +5	+0.1%	+$508	0.13%	50
2025 Q4	$514K	Buy	4,860 +7	+0.1%	+$731	0.14%	50
2025 Q3	$514K	Buy	4,853 +6	+0.1%	+$603	0.19%	56
2025 Q2	$473K	Buy	4,847 +6	+0.1%	+$521	0.21%	50
2025 Q1	$362K	Buy	4,841 +6	+0.1%	+$532	0.19%	51
2024 Q4	$433K	Hold	4,835	–	–	0.22%	48
2024 Q3	$442K	Buy	+4,835	New	+$392K	0.23%	47

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

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

SK Wealth Management increased its iShares Morningstar Growth ETF (ILCG) stake by 0.08% in Q2 2026, buying an estimated $447 and bringing the position to 4,869 shares worth $570K. The position accounts for 0.13% of the portfolio, ranked #49.

SK Wealth Management first reported a position in ILCG in Q3 2024 and has held it in 8 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

SK Wealth Management held 4,869 shares of iShares Morningstar Growth ETF worth $570K as of Q2 2026.
SK Wealth Management bought 4 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $447.
iShares Morningstar Growth ETF made up 0.13% of SK Wealth Management's portfolio in Q2 2026, its #49 holding.
SK Wealth Management first reported a position in iShares Morningstar Growth ETF in Q3 2024 and has held it in 8 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.