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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cedar Point Capital Partners's ILCG Position: Q1 2026 in Review

Cedar Point Capital Partners increased its iShares Morningstar Growth ETF (ILCG) stake by 2.6% in Q1 2026, buying an estimated $20.3K and bringing the position to 7,822 shares worth $747K. The position accounts for 0.49% of the portfolio, ranked #37.

Cedar Point Capital Partners first reported a position in ILCG in Q4 2023 and has held it in 10 quarters since. The position peaked at $894K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

Cedar Point Capital Partners held 7,822 shares of iShares Morningstar Growth ETF worth $747K as of Q1 2026.
Cedar Point Capital Partners bought 200 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $20.3K.
iShares Morningstar Growth ETF made up 0.49% of Cedar Point Capital Partners's portfolio in Q1 2026, its #37 holding.
Cedar Point Capital Partners first reported a position in iShares Morningstar Growth ETF in Q4 2023 and has held it in 10 quarters since.
Cedar Point Capital Partners's iShares Morningstar Growth ETF position peaked at $894K in Q3 2025.
326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Cedar Point Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.