Cedar Mountain Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Cedar Mountain Advisors’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	$109K	Sell	936 -84	-8%	-$9.7K	0.02%	98
2026 Q2	$119K	Hold	1,020	–	–	0.02%	101
2026 Q1	$97.4K	Sell	1,020 -150	-13%	-$15.2K	0.02%	94
2025 Q4	$122K	Sell	1,170 -30	-3%	-$3.13K	0.02%	75
2025 Q3	$125K	Sell	1,200 -120	-9%	-$12.1K	0.02%	74
2025 Q2	$128K	Hold	1,320	–	–	0.03%	67
2025 Q1	$107K	Sell	1,320 -339	-20%	-$30K	0.02%	69
2024 Q4	$149K	Hold	1,659	–	–	0.03%	60
2024 Q3	$139K	Sell	1,659 -7	-0.4%	-$567	0.03%	61
2024 Q2	$136K	Sell	1,666 -83	-5%	-$6.35K	0.03%	52
2024 Q1	$132K	Hold	1,749	–	–	0.03%	53
2023 Q4	$119K	Hold	1,749	–	–	0.03%	53
2023 Q3	$104K	Hold	1,749	–	–	0.03%	53
2023 Q2	$109K	Hold	1,749	–	–	0.03%	56
2023 Q1	$96.8K	Hold	1,749	–	–	0.03%	55
2022 Q4	$85.1K	Hold	1,749	–	–	0.03%	53
2022 Q3	$84K	Hold	1,749	–	–	0.03%	51
2022 Q2	$88K	Sell	1,749 -61	-3%	-$3.38K	0.03%	52
2022 Q1	$118K	Hold	1,810	–	–	0.03%	54
2021 Q4	$130K	Hold	1,810	–	–	0.04%	49
2021 Q3	$119K	Hold	1,810	–	–	0.04%	50
2021 Q2	$117K	Hold	1,810	–	–	0.04%	49
2021 Q1	$104K	Hold	1,810	–	–	0.04%	50
2020 Q4	$105K	Sell	1,810 -335	-16%	-$18.6K	0.04%	50
2020 Q3	$115K	Hold	2,145	–	–	0.05%	45
2020 Q2	$101K	Hold	2,145	–	–	0.04%	45
2020 Q1	$80K	Hold	2,145	–	–	0.04%	41
2019 Q4	$90K	Buy	+2,145	New	+$85.3K	0.04%	48

Other funds holding ILCG

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Cedar Mountain Advisors's ILCG Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its iShares Morningstar Growth ETF (ILCG) stake by 8.2% in Q3 2026, selling an estimated $9.7K and leaving 936 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #98.

Cedar Mountain Advisors first reported a position in ILCG in Q4 2019 and has held it in 28 quarters since. The position peaked at $149K in Q4 2024. 85 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

Cedar Mountain Advisors held 936 shares of iShares Morningstar Growth ETF worth $109K as of Q3 2026.
Cedar Mountain Advisors sold 84 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $9.7K.
iShares Morningstar Growth ETF made up 0.02% of Cedar Mountain Advisors's portfolio in Q3 2026, its #98 holding.
Cedar Mountain Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2019 and has held it in 28 quarters since.
Cedar Mountain Advisors's iShares Morningstar Growth ETF position peaked at $149K in Q4 2024.
85 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.