Eastern Bank’s iShares Morningstar Growth ETF ILCG Stock Holding History

Eastern Bank’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	$317K	Buy	2,707 +217	+9%	+$25K	﹤0.01%	337
2026 Q2	$291K	Hold	2,490	–	–	﹤0.01%	354
2026 Q1	$238K	Hold	2,490	–	–	﹤0.01%	350
2025 Q4	$259K	Hold	2,490	–	–	﹤0.01%	328
2025 Q3	$260K	Hold	2,490	–	–	﹤0.01%	324
2025 Q2	$241K	Hold	2,490	–	–	﹤0.01%	335
2025 Q1	$202K	Hold	2,490	–	–	﹤0.01%	355
2024 Q4	$223K	Hold	2,490	–	–	﹤0.01%	347
2024 Q3	$209K	Sell	2,490 -81	-3%	-$6.57K	﹤0.01%	362
2024 Q2	$209K	Sell	2,571 -87	-3%	-$6.66K	0.01%	192
2024 Q1	$201K	Sell	2,658 -696	-21%	-$50.1K	0.01%	201
2023 Q4	$227K	Hold	3,354	–	–	0.01%	198
2023 Q3	$200K	Hold	3,354	–	–	0.01%	201
2023 Q2	$209K	Buy	+3,354	New	+$193K	0.01%	197
2022 Q2	–	Sell	-3,354	Closed	-$218K	–	197
2022 Q1	$218K	Sell	3,354 -1,559	-32%	-$99.5K	0.01%	191
2021 Q4	$353K	Hold	4,913	–	–	0.02%	173
2021 Q3	$322K	Sell	4,913 -87	-2%	-$5.87K	0.02%	169
2021 Q2	$324K	Hold	5,000	–	–	0.02%	168
2021 Q1	$288K	Hold	5,000	–	–	0.02%	166
2020 Q4	$290K	Hold	5,000	–	–	0.02%	165
2020 Q3	$267K	Hold	5,000	–	–	0.02%	164
2020 Q2	$234K	Buy	+5,000	New	+$217K	0.02%	170
2020 Q1	–	Sell	-5,000	Closed	-$210K	–	187
2019 Q4	$210K	Buy	+5,000	New	+$199K	0.01%	184

Other funds holding ILCG

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $328M AUM 10.95% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Eastern Bank's ILCG Position: Q3 2026 in Review

Eastern Bank increased its iShares Morningstar Growth ETF (ILCG) stake by 8.7% in Q3 2026, buying an estimated $25K and bringing the position to 2,707 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Eastern Bank first reported a position in ILCG in Q4 2019 and has held it in 23 quarters since. The position peaked at $353K in Q4 2021. 105 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

Eastern Bank held 2,707 shares of iShares Morningstar Growth ETF worth $317K as of Q3 2026.
Eastern Bank bought 217 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $25K.
iShares Morningstar Growth ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #337 holding.
Eastern Bank first reported a position in iShares Morningstar Growth ETF in Q4 2019 and has held it in 23 quarters since.
Eastern Bank's iShares Morningstar Growth ETF position peaked at $353K in Q4 2021.
105 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.