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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
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

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

Cedar Mountain Advisors's ILCG Position: Q2 2026 in Review

Cedar Mountain Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 1,020 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #101.

Cedar Mountain Advisors first reported a position in ILCG in Q4 2019 and has held it in 27 quarters since. The position peaked at $149K in Q4 2024. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Cedar Mountain Advisors held 1,020 shares of iShares Morningstar Growth ETF worth $119K as of Q2 2026.
  • Cedar Mountain Advisors left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.02% of Cedar Mountain Advisors's portfolio in Q2 2026, its #101 holding.
  • Cedar Mountain Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's iShares Morningstar Growth ETF position peaked at $149K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.