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

Atticus 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
2025
Q3 		– Sell
-442
Closed -$42.9K – 402
2025
Q2 		$42.9K Hold
442
– – 0.01% 329
2025
Q1 		$35.8K Buy
442
+1
+0.2% +$89 0.01% 259
2024
Q4 		$39.5K Hold
441
– – 0.01% 260
2024
Q3 		$37K Buy
+441
New +$35.7K 0.01% 270

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Atticus Wealth Management's ILCG Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2025, closing a stake of 442 shares — an estimated $42.9K sold.

Atticus Wealth Management first reported a position in ILCG in Q3 2024 and held it in 4 quarters. The position peaked at $42.9K in Q2 2025. 325 funds tracked by Wall St. Rank hold ILCG as of Q3 2025.

  • Atticus Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 442 iShares Morningstar Growth ETF shares in Q3 2025, an estimated $42.9K.
  • Atticus Wealth Management first reported a position in iShares Morningstar Growth ETF in Q3 2024 and held it in 4 quarters.
  • Atticus Wealth Management's iShares Morningstar Growth ETF position peaked at $42.9K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.