Cedar Point Capital Partners
ILCG icon

Cedar Point Capital Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Cedar Point Capital Partners’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 		$962K Buy
8,226
+224
+3% +$25.8K 0.55% 35
2026
Q2 		$936K Buy
8,002
+180
+2% +$20.1K 0.54% 34
2026
Q1 		$747K Buy
7,822
+200
+3% +$20.3K 0.49% 37
2025
Q4 		$793K Sell
7,622
-946
-11% -$98.8K 0.51% 38
2025
Q3 		$894K Buy
8,568
+29
+0.3% +$2.91K 0.59% 35
2025
Q2 		$827K Sell
8,539
-295
-3% -$25.6K 0.58% 36
2025
Q1 		$715K Buy
8,834
+84
+1% +$7.44K 0.48% 37
2024
Q4 		$784K Sell
8,750
-1,155
-12% -$102K 0.53% 34
2024
Q3 		$832K Sell
9,905
-203
-2% -$16.5K 0.57% 33
2024
Q2 		$823K Buy
10,108
+59
+0.6% +$4.52K 0.62% 32
2024
Q1 		$759K Buy
10,049
+413
+4% +$29.8K 0.58% 32
2023
Q4 		$654K Buy
+9,636
New +$609K 0.54% 33

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

Cedar Point Capital Partners's ILCG Position: Q3 2026 in Review

Cedar Point Capital Partners increased its iShares Morningstar Growth ETF (ILCG) stake by 2.8% in Q3 2026, buying an estimated $25.8K and bringing the position to 8,226 shares worth $962K. The position accounts for 0.55% of the portfolio, ranked #35.

Cedar Point Capital Partners first reported a position in ILCG in Q4 2023 and has held it in 12 quarters since. 149 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Cedar Point Capital Partners held 8,226 shares of iShares Morningstar Growth ETF worth $962K as of Q3 2026.
  • Cedar Point Capital Partners bought 224 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $25.8K.
  • iShares Morningstar Growth ETF made up 0.55% of Cedar Point Capital Partners's portfolio in Q3 2026, its #35 holding.
  • Cedar Point Capital Partners first reported a position in iShares Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Cedar Point Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.