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Archer Investment Corporation’s iShares Morningstar Growth ETF ILCG Stock Holding History

Archer Investment Corporation’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 		$686K Buy
5,858
+179
+3% +$20K 0.13% 137
2026
Q1 		$542K Buy
5,679
+5,519
+3,449% +$561K 0.12% 153
2025
Q4 		$16.6K Hold
160
– – ﹤0.01% 636
2025
Q3 		$16.7K Hold
160
– – ﹤0.01% 640
2025
Q2 		$15.5K Hold
160
– – ﹤0.01% 638
2025
Q1 		$13K Hold
160
– – ﹤0.01% 648
2024
Q4 		$14.3K Hold
160
– – ﹤0.01% 633
2024
Q3 		$13.4K Hold
160
– – ﹤0.01% 634
2024
Q2 		$13K Hold
160
– – ﹤0.01% 623
2024
Q1 		$12.1K Hold
160
– – ﹤0.01% 619
2023
Q4 		$10.9K Hold
160
– – ﹤0.01% 639
2023
Q3 		$9.54K Hold
160
– – ﹤0.01% 637
2023
Q2 		$9.97K Hold
160
– – ﹤0.01% 617
2023
Q1 		$8.86K Hold
160
– – ﹤0.01% 581
2022
Q4 		$7.79K Hold
160
– – ﹤0.01% 566
2022
Q3 		$7.72K Hold
160
– – ﹤0.01% 553
2022
Q2 		$8.01K Hold
160
– – ﹤0.01% 553
2022
Q1 		$9.83K Hold
160
– – ﹤0.01% 545
2021
Q4 		$11.5K Hold
160
– – ﹤0.01% 536
2021
Q3 		$10.5K Buy
+160
New +$10.8K ﹤0.01% 527
2021
Q2 		– Sell
-160
Closed -$9.23K – 611
2021
Q1 		$9.23K Hold
160
– – ﹤0.01% 548
2020
Q4 		$9.28K Hold
160
– – ﹤0.01% 506
2020
Q3 		$8.56K Hold
160
– – ﹤0.01% 459
2020
Q2 		$7.5K Hold
160
– – ﹤0.01% 462
2020
Q1 		$6K Sell
160
-435
-73% -$18.2K ﹤0.01% 465
2019
Q4 		$25K Buy
+595
New +$23.7K 0.01% 375

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

Archer Investment Corporation's ILCG Position: Q2 2026 in Review

Archer Investment Corporation increased its iShares Morningstar Growth ETF (ILCG) stake by 3.2% in Q2 2026, buying an estimated $20K and bringing the position to 5,858 shares worth $686K. The position accounts for 0.13% of the portfolio, ranked #137.

Archer Investment Corporation first reported a position in ILCG in Q4 2019 and has held it in 26 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Archer Investment Corporation held 5,858 shares of iShares Morningstar Growth ETF worth $686K as of Q2 2026.
  • Archer Investment Corporation bought 179 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $20K.
  • iShares Morningstar Growth ETF made up 0.13% of Archer Investment Corporation's portfolio in Q2 2026, its #137 holding.
  • Archer Investment Corporation first reported a position in iShares Morningstar Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.