ZF
ILCG icon

Zhang Financial’s iShares Morningstar Growth ETF ILCG Stock Holding History

Zhang Financial’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 		– Sell
-4,266
Closed -$346K – 300
2025
Q1 		$346K Buy
+4,266
New +$378K 0.02% 233

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Zhang Financial's ILCG Position: Q2 2025 in Review

Zhang Financial sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2025, closing a stake of 4,266 shares — an estimated $346K sold.

Zhang Financial first reported a position in ILCG in Q1 2025 and held it in 1 quarter. The position peaked at $346K in Q1 2025. 301 funds tracked by Wall St. Rank hold ILCG as of Q2 2025.

  • Zhang Financial reported no remaining iShares Morningstar Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Zhang Financial sold 4,266 iShares Morningstar Growth ETF shares in Q2 2025, an estimated $346K.
  • Zhang Financial first reported a position in iShares Morningstar Growth ETF in Q1 2025 and held it in 1 quarter.
  • Zhang Financial's iShares Morningstar Growth ETF position peaked at $346K in Q1 2025.
  • 301 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2025.

Based on Zhang Financial's 13F filing for Q2 2025, filed 1 Aug 2025.