Wealth Enhancement Advisory Services
ILCG icon

Wealth Enhancement Advisory Services’s iShares Morningstar Growth ETF ILCG Stock Holding History

Wealth Enhancement Advisory Services’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 		$19.2M Buy
164,399
+8,524
+5% +$953K 0.03% 450
2026
Q1 		$15.1M Buy
155,875
+53,540
+52% +$5.44M 0.03% 471
2025
Q4 		$10.8M Sell
102,335
-340
-0.3% -$35.5K 0.01% 668
2025
Q3 		$10.7M Buy
102,675
+1,708
+2% +$172K 0.02% 632
2025
Q2 		$9.84M Buy
100,967
+2,969
+3% +$258K 0.02% 633
2025
Q1 		$7.94M Buy
97,998
+981
+1% +$86.9K 0.02% 663
2024
Q4 		$8.69M Buy
97,017
+6,288
+7% +$556K 0.02% 612
2024
Q3 		$7.62M Sell
90,729
-572
-0.6% -$46.4K 0.02% 598
2024
Q2 		$7.43M Sell
91,301
-1,047
-1% -$80.1K 0.02% 571
2024
Q1 		$6.97M Buy
92,348
+15,891
+21% +$1.14M 0.02% 579
2023
Q4 		$5.19M Sell
76,457
-835
-1% -$52.8K 0.02% 600
2023
Q3 		$4.61M Buy
+77,292
New +$4.81M 0.02% 601

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's ILCG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Morningstar Growth ETF (ILCG) stake by 5.5% in Q2 2026, buying an estimated $953K and bringing the position to 164,399 shares worth $19.2M. The position accounts for 0.03% of the portfolio, ranked #450.

Wealth Enhancement Advisory Services first reported a position in ILCG in Q3 2023 and has held it in 12 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 164,399 shares of iShares Morningstar Growth ETF worth $19.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,524 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $953K.
  • iShares Morningstar Growth ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #450 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Morningstar Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.