AWM
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Accel Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Accel Wealth Management’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 		$477K Buy
4,073
+2
+0% +$224 0.11% 163
2026
Q1 		$389K Sell
4,071
-283
-6% -$28.7K 0.1% 186
2025
Q4 		$453K Buy
4,354
+2
+0% +$209 0.12% 162
2025
Q3 		$454K Sell
4,352
-845
-16% -$84.9K 0.13% 159
2025
Q2 		$504K Sell
5,197
-124
-2% -$10.8K 0.17% 135
2025
Q1 		$431K Sell
5,321
-284
-5% -$25.2K 0.16% 138
2024
Q4 		$502K Sell
5,605
-66
-1% -$5.84K 0.19% 129
2024
Q3 		$477K Buy
5,671
+6
+0.1% +$486 0.18% 133
2024
Q2 		$461K Sell
5,665
-56
-1% -$4.29K 0.18% 119
2024
Q1 		$432K Sell
5,721
-527
-8% -$38K 0.18% 120
2023
Q4 		$424K Sell
6,248
-33
-0.5% -$2.09K 0.21% 115
2023
Q3 		$375K Sell
6,281
-99
-2% -$6.16K 0.21% 112
2023
Q2 		$398K Sell
6,380
-48
-0.7% -$2.76K 0.22% 105
2023
Q1 		$356K Buy
6,428
+9
+0.1% +$471 0.15% 149
2022
Q4 		$312K Sell
6,419
-966
-13% -$48.3K 0.15% 118
2022
Q3 		$377K Sell
7,385
-370
-5% -$20K 0.2% 104
2022
Q2 		$401K Sell
7,755
-1,275
-14% -$70.7K 0.23% 91
2022
Q1 		$588K Sell
9,030
-1,109
-11% -$70.8K 0.3% 71
2021
Q4 		$728K Buy
10,139
+1,114
+12% +$78.3K 0.36% 63
2021
Q3 		$592K Sell
9,025
-1,178
-12% -$79.5K 0.38% 60
2021
Q2 		$661K Sell
10,203
-22,907
-69% -$1.4M 0.44% 54
2021
Q1 		$1.91M Buy
33,110
+9,250
+39% +$541K 1.55% 10
2020
Q4 		$1.38M Buy
+23,860
New +$1.32M 1.29% 15

Other funds holding ILCG

FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accel Wealth Management's ILCG Position: Q2 2026 in Review

Accel Wealth Management increased its iShares Morningstar Growth ETF (ILCG) stake by 0.05% in Q2 2026, buying an estimated $224 and bringing the position to 4,073 shares worth $477K. The position accounts for 0.11% of the portfolio, ranked #163.

Accel Wealth Management first reported a position in ILCG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.91M in Q1 2021. 151 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Accel Wealth Management held 4,073 shares of iShares Morningstar Growth ETF worth $477K as of Q2 2026.
  • Accel Wealth Management bought 2 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $224.
  • iShares Morningstar Growth ETF made up 0.11% of Accel Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Accel Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's iShares Morningstar Growth ETF position peaked at $1.91M in Q1 2021.
  • 151 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.