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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Cedar Point Capital Partners's ILCG Position: Q2 2026 in Review

Cedar Point Capital Partners increased its iShares Morningstar Growth ETF (ILCG) stake by 2.3% in Q2 2026, buying an estimated $20.1K and bringing the position to 8,002 shares worth $936K. The position accounts for 0.54% of the portfolio, ranked #34.

Cedar Point Capital Partners first reported a position in ILCG in Q4 2023 and has held it in 11 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Cedar Point Capital Partners held 8,002 shares of iShares Morningstar Growth ETF worth $936K as of Q2 2026.
Cedar Point Capital Partners bought 180 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $20.1K.
iShares Morningstar Growth ETF made up 0.54% of Cedar Point Capital Partners's portfolio in Q2 2026, its #34 holding.
Cedar Point Capital Partners first reported a position in iShares Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.