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Floyd Financial Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Floyd Financial Group’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 		$236K Hold
2,000
– – 0.15% 60
2026
Q2 		$232K Hold
2,000
– – 0.15% 61
2026
Q1 		$213K Hold
2,000
– – 0.14% 66
2025
Q4 		$204K Hold
2,000
– – 0.14% 68
2025
Q3 		$209K Buy
+2,000
New +$201K 0.15% 59

Other funds holding ILCG

BDWCC
B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Floyd Financial Group's ILCG Position: Q3 2026 in Review

Floyd Financial Group held its iShares Morningstar Growth ETF (ILCG) position steady in Q3 2026 at 2,000 shares worth $236K. The position accounts for 0.15% of the portfolio, ranked #60.

Floyd Financial Group first reported a position in ILCG in Q3 2025 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Floyd Financial Group held 2,000 shares of iShares Morningstar Growth ETF worth $236K as of Q3 2026.
  • Floyd Financial Group left its iShares Morningstar Growth ETF share count unchanged in Q3 2026.
  • iShares Morningstar Growth ETF made up 0.15% of Floyd Financial Group's portfolio in Q3 2026, its #60 holding.
  • Floyd Financial Group first reported a position in iShares Morningstar Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Floyd Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.