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Wealthquest’s iShares Morningstar Growth ETF ILCG Stock Holding History

Wealthquest’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 		$1.06M Sell
9,090
-70
-0.8% -$7.83K 0.07% 61
2026
Q1 		$875K Sell
9,160
-691
-7% -$70.2K 0.06% 60
2025
Q4 		$1.02M Sell
9,851
-20
-0.2% -$2.09K 0.08% 57
2025
Q3 		$1.03M Hold
9,871
– – 0.08% 38
2025
Q2 		$957K Sell
9,871
-280
-3% -$24.3K 0.08% 53
2025
Q1 		$822K Sell
10,151
-236
-2% -$20.9K 0.07% 56
2024
Q4 		$931K Sell
10,387
-22
-0.2% -$1.95K 0.08% 52
2024
Q3 		$863K Sell
10,409
-401
-4% -$32.5K 0.08% 54
2024
Q2 		$880K Sell
10,810
-1,210
-10% -$92.6K 0.09% 52
2024
Q1 		$907K Sell
12,020
-16,713
-58% -$1.2M 0.1% 52
2023
Q4 		$1.95M Sell
28,733
-1,275
-4% -$80.6K 0.22% 35
2023
Q3 		$1.79M Sell
30,008
-409
-1% -$25.4K 0.22% 35
2023
Q2 		$1.9M Buy
+30,417
New +$1.75M 0.23% 37
2022
Q4 		– Sell
-56,942
Closed -$2.75M – 127
2022
Q3 		$2.75M Sell
56,942
-652,827
-92% -$35.3M 0.38% 28
2022
Q2 		$35.6M Buy
+709,769
New +$39.3M 5.36% 6

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

Wealthquest's ILCG Position: Q2 2026 in Review

Wealthquest reduced its iShares Morningstar Growth ETF (ILCG) stake by 0.76% in Q2 2026, selling an estimated $7.83K and leaving 9,090 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #61.

Wealthquest first reported a position in ILCG in Q2 2022 and has held it in 15 quarters since. The position peaked at $35.6M in Q2 2022. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Wealthquest held 9,090 shares of iShares Morningstar Growth ETF worth $1.06M as of Q2 2026.
  • Wealthquest sold 70 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $7.83K.
  • iShares Morningstar Growth ETF made up 0.07% of Wealthquest's portfolio in Q2 2026, its #61 holding.
  • Wealthquest first reported a position in iShares Morningstar Growth ETF in Q2 2022 and has held it in 15 quarters since.
  • Wealthquest's iShares Morningstar Growth ETF position peaked at $35.6M in Q2 2022.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

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