WCAMG
ILCG icon

Woodard & Company Asset Management Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Woodard & Company Asset Management Group’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 		$7.57M Buy
64,730
+351
+0.5% +$39.2K 1.09% 26
2026
Q1 		$6.15M Buy
64,379
+2,826
+5% +$287K 0.98% 23
2025
Q4 		$6.4M Sell
61,553
-6,356
-9% -$664K 1.01% 21
2025
Q3 		$7.08M Sell
67,909
-1,919
-3% -$193K 1.15% 18
2025
Q2 		$6.77M Sell
69,828
-410
-0.6% -$35.6K 1.24% 16
2025
Q1 		$5.69M Sell
70,238
-530
-0.7% -$47K 1.19% 14
2024
Q4 		$6.34M Sell
70,768
-3,675
-5% -$325K 1.37% 13
2024
Q3 		$6.26M Sell
74,443
-1,721
-2% -$140K 1.41% 16
2024
Q2 		$6.2M Sell
76,164
-1,114
-1% -$85.3K 1.54% 12
2024
Q1 		$5.83M Sell
77,278
-1,199
-2% -$86.4K 1.55% 13
2023
Q4 		$5.32M Buy
78,477
+53,956
+220% +$3.41M 1.55% 13
2023
Q3 		$1.46M Buy
24,521
+24,452
+35,438% +$1.52M 0.5% 35
2023
Q2 		$4.3K Buy
+69
New +$3.97K ﹤0.01% 94

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

Woodard & Company Asset Management Group's ILCG Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its iShares Morningstar Growth ETF (ILCG) stake by 0.55% in Q2 2026, buying an estimated $39.2K and bringing the position to 64,730 shares worth $7.57M. The position accounts for 1.09% of the portfolio, ranked #26.

Woodard & Company Asset Management Group first reported a position in ILCG in Q2 2023 and has held it in 13 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Woodard & Company Asset Management Group held 64,730 shares of iShares Morningstar Growth ETF worth $7.57M as of Q2 2026.
  • Woodard & Company Asset Management Group bought 351 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $39.2K.
  • iShares Morningstar Growth ETF made up 1.09% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #26 holding.
  • Woodard & Company Asset Management Group first reported a position in iShares Morningstar Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.