Wealthcare Advisory Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Wealthcare Advisory Partners’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	$1.35M	Buy	11,577 +1,428	+14%	+$160K	0.03%	440
2026 Q1	$969K	Buy	10,149 +1,705	+20%	+$173K	0.02%	525
2025 Q4	$879K	Buy	8,444 +1,380	+20%	+$144K	0.02%	550
2025 Q3	$737K	Sell	7,064 -10	-0.1%	-$1K	0.02%	574
2025 Q2	$685K	Buy	+7,074	New	+$614K	0.02%	566

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

Wealthcare Advisory Partners's ILCG Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Morningstar Growth ETF (ILCG) stake by 14% in Q2 2026, buying an estimated $160K and bringing the position to 11,577 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #440.

Wealthcare Advisory Partners first reported a position in ILCG in Q2 2025 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Wealthcare Advisory Partners held 11,577 shares of iShares Morningstar Growth ETF worth $1.35M as of Q2 2026.
Wealthcare Advisory Partners bought 1,428 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $160K.
iShares Morningstar Growth ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #440 holding.
Wealthcare Advisory Partners first reported a position in iShares Morningstar Growth ETF in Q2 2025 and has held it in 5 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.