Tyler-Stone Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Tyler-Stone 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
2025 Q2	$612K	Hold	6,315	–	–	0.1%	178
2025 Q1	$511K	Sell	6,315 -250	-4%	-$22.2K	0.09%	186
2024 Q4	$588K	Sell	6,565 -402	-6%	-$35.6K	0.1%	173
2024 Q3	$586K	Buy	6,967 +3,444	+98%	+$279K	0.11%	166
2024 Q2	$287K	Hold	3,523	–	–	0.12%	148
2024 Q1	$266K	Sell	3,523 -210	-6%	-$15.1K	0.12%	157
2023 Q4	$253K	Sell	3,733 -84	-2%	-$5.31K	0.13%	154
2023 Q3	$228K	Hold	3,817	–	–	0.13%	144
2023 Q2	$238K	Buy	+3,817	New	+$219K	0.13%	142
2022 Q4	$191K	Buy	3,922 +6	+0.2%	+$300	0.13%	146
2022 Q3	$189K	Buy	3,916 +6	+0.2%	+$324	0.14%	137
2022 Q2	$196K	Sell	3,910 -73	-2%	-$4.05K	0.13%	151
2022 Q1	$259K	Buy	3,983 +3	+0.1%	+$191	0.14%	144
2021 Q4	$286K	Buy	+3,980	New	+$280K	0.15%	140

Other funds holding ILCG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tyler-Stone Wealth Management's ILCG Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2025 at 6,315 shares worth $612K. The position accounts for 0.1% of the portfolio, ranked #178.

Tyler-Stone Wealth Management first reported a position in ILCG in Q4 2021 and has held it in 14 quarters since. 301 funds tracked by Wall St. Rank hold ILCG as of Q2 2025.

Tyler-Stone Wealth Management held 6,315 shares of iShares Morningstar Growth ETF worth $612K as of Q2 2025.
Tyler-Stone Wealth Management left its iShares Morningstar Growth ETF share count unchanged in Q2 2025.
iShares Morningstar Growth ETF made up 0.1% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #178 holding.
Tyler-Stone Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2021 and has held it in 14 quarters since.
301 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.