Accel Wealth Management
ILCG icon

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
Q3 		$477K Buy
4,075
+2
+0% +$230 0.1% 165
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

McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Arcadia Wealth Management (New Hampshire)
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $328M AUM 10.95% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Accel Wealth Management's ILCG Position: Q3 2026 in Review

Accel Wealth Management increased its iShares Morningstar Growth ETF (ILCG) stake by 0.05% in Q3 2026, buying an estimated $230 and bringing the position to 4,075 shares worth $477K. The position accounts for 0.1% of the portfolio, ranked #165.

Accel Wealth Management first reported a position in ILCG in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.91M in Q1 2021. 140 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Accel Wealth Management held 4,075 shares of iShares Morningstar Growth ETF worth $477K as of Q3 2026.
  • Accel Wealth Management bought 2 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $230.
  • iShares Morningstar Growth ETF made up 0.1% of Accel Wealth Management's portfolio in Q3 2026, its #165 holding.
  • Accel Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's iShares Morningstar Growth ETF position peaked at $1.91M in Q1 2021.
  • 140 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.