GM Advisory Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$34M Buy
356,056
+22,811
+7% +$2.32M 1.31% 21
2025
Q4
$34.7M Buy
333,245
+47,164
+16% +$4.93M 1.36% 18
2025
Q3
$29.8M Buy
286,081
+39,556
+16% +$3.97M 1.27% 19
2025
Q2
$23.9M Buy
246,525
+159,159
+182% +$13.8M 1.18% 23
2025
Q1
$7.08M Buy
87,366
+69,233
+382% +$6.13M 0.38% 48
2024
Q4
$1.62M Buy
18,133
+7,078
+64% +$626K 0.09% 93
2024
Q3
$929K Buy
+11,055
New +$896K 0.06% 118

Other funds holding ILCG

GM Advisory Group's ILCG Position: Q1 2026 in Review

GM Advisory Group increased its iShares Morningstar Growth ETF (ILCG) stake by 6.8% in Q1 2026, buying an estimated $2.32M and bringing the position to 356,056 shares worth $34M. The position accounts for 1.31% of the portfolio, ranked #21.

GM Advisory Group first reported a position in ILCG in Q3 2024 and has held it in 7 quarters since. The position peaked at $34.7M in Q4 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • GM Advisory Group held 356,056 shares of iShares Morningstar Growth ETF worth $34M as of Q1 2026.
  • GM Advisory Group bought 22,811 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $2.32M.
  • iShares Morningstar Growth ETF made up 1.31% of GM Advisory Group's portfolio in Q1 2026, its #21 holding.
  • GM Advisory Group first reported a position in iShares Morningstar Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • GM Advisory Group's iShares Morningstar Growth ETF position peaked at $34.7M in Q4 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.