CX Institutional
ILCG icon

CX Institutional’s iShares Morningstar Growth ETF ILCG Stock Holding History

CX Institutional’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 		$54K Hold
465
– – ﹤0.01% 1002
2026
Q2 		$54K Hold
465
– – ﹤0.01% 967
2026
Q1 		$44K Hold
465
– – ﹤0.01% 993
2025
Q4 		$48K Buy
+465
New +$48.6K ﹤0.01% 974

Other funds holding ILCG

McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CX Institutional's ILCG Position: Q3 2026 in Review

CX Institutional held its iShares Morningstar Growth ETF (ILCG) position steady in Q3 2026 at 465 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

CX Institutional first reported a position in ILCG in Q4 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • CX Institutional held 465 shares of iShares Morningstar Growth ETF worth $54K as of Q3 2026.
  • CX Institutional left its iShares Morningstar Growth ETF share count unchanged in Q3 2026.
  • iShares Morningstar Growth ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1002 holding.
  • CX Institutional first reported a position in iShares Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.