Strategic Blueprint’s iShares Morningstar Growth ETF ILCG Stock Holding History

Strategic Blueprint’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	$539K	Buy	4,609 +275	+6%	+$30.7K	0.03%	439
2026 Q1	$414K	Buy	4,334 +414	+11%	+$42.1K	0.02%	448
2025 Q4	$408K	Sell	3,920 -42	-1%	-$4.39K	0.02%	449
2025 Q3	$413K	Buy	+3,962	New	+$398K	0.02%	521
2025 Q1	–	Sell	-8,779	Closed	-$787K	–	702
2024 Q4	$787K	Buy	+8,779	New	+$776K	0.05%	309
2024 Q2	–	Sell	-7,384	Closed	-$557K	–	634
2024 Q1	$557K	Buy	7,384 +1,343	+22%	+$96.8K	0.04%	358
2023 Q4	$410K	Buy	+6,041	New	+$382K	0.03%	383
2023 Q3	–	Sell	-5,449	Closed	-$340K	–	558
2023 Q2	$340K	Sell	5,449 -1,465	-21%	-$84.2K	0.03%	386
2023 Q1	$383K	Buy	+6,914	New	+$362K	0.04%	352
2021 Q3	–	Sell	-400	Closed	-$26K	–	840
2021 Q2	$26K	Buy	+400	New	+$24.5K	﹤0.01%	758
2019 Q4	–	Sell	-250	Closed	-$10K	–	247
2019 Q3	$10K	Buy	+250	New	+$9.7K	0.01%	295

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

Strategic Blueprint's ILCG Position: Q2 2026 in Review

Strategic Blueprint increased its iShares Morningstar Growth ETF (ILCG) stake by 6.3% in Q2 2026, buying an estimated $30.7K and bringing the position to 4,609 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #439.

Strategic Blueprint first reported a position in ILCG in Q3 2019 and has held it in 11 quarters since. The position peaked at $787K in Q4 2024. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Strategic Blueprint held 4,609 shares of iShares Morningstar Growth ETF worth $539K as of Q2 2026.
Strategic Blueprint bought 275 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $30.7K.
iShares Morningstar Growth ETF made up 0.03% of Strategic Blueprint's portfolio in Q2 2026, its #439 holding.
Strategic Blueprint first reported a position in iShares Morningstar Growth ETF in Q3 2019 and has held it in 11 quarters since.
Strategic Blueprint's iShares Morningstar Growth ETF position peaked at $787K in Q4 2024.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.