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J. M. Brown & Associates Inc.’s iShares Morningstar Growth ETF ILCG Stock Holding History

J. M. Brown & Associates Inc.’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 		$716K Buy
+6,119
New +$684K 0.41% 77

Other funds holding ILCG

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
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
AWMNH
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $319M AUM 17.85% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

J. M. Brown & Associates Inc.'s ILCG Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 6,119 shares worth $716K. The stake represents 0.41% of the portfolio and ranks #77 among its holdings.

104 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • J. M. Brown & Associates Inc. held 6,119 shares of iShares Morningstar Growth ETF worth $716K as of Q2 2026.
  • iShares Morningstar Growth ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.41% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #77 holding.
  • 104 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.