LongView Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

LongView Wealth Management’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	$15M	Sell	128,090 -472	-0.4%	-$54.3K	3.61%	3
2026 Q2	$15M	Sell	128,562 -7,540	-6%	-$843K	3.86%	2
2026 Q1	$14.3M	Sell	136,102 -10,966	-7%	-$1.11M	3.6%	2
2025 Q4	$15.6M	Sell	147,068 -7,207	-5%	-$753K	3.76%	2
2025 Q3	$16.1M	Buy	154,275 +4,098	+3%	+$412K	4.36%	2
2025 Q2	$14.6M	Buy	150,177 +2,898	+2%	+$252K	4.41%	2
2025 Q1	$11.9M	Buy	147,279 +4,603	+3%	+$408K	3.58%	4
2024 Q4	$12.8M	Buy	142,676 +5,266	+4%	+$466K	3.9%	4
2024 Q3	$11.5M	Buy	137,410 +13,663	+11%	+$1.11M	3.69%	4
2024 Q2	$10.1M	Buy	123,747 +11,560	+10%	+$885K	3.72%	5
2024 Q1	$8.47M	Buy	112,187 +17,823	+19%	+$1.28M	3.36%	5
2023 Q4	$6.36M	Buy	+94,364	New	+$5.97M	2.84%	5

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

IRC

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

WPIC

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

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

AFTS

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

LongView Wealth Management's ILCG Position: Q3 2026 in Review

LongView Wealth Management reduced its iShares Morningstar Growth ETF (ILCG) stake by 0.37% in Q3 2026, selling an estimated $54.3K and leaving 128,090 shares worth $15M. The position accounts for 3.61% of the portfolio, ranked #3.

LongView Wealth Management first reported a position in ILCG in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.1M in Q3 2025. 64 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

LongView Wealth Management held 128,090 shares of iShares Morningstar Growth ETF worth $15M as of Q3 2026.
LongView Wealth Management sold 472 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $54.3K.
iShares Morningstar Growth ETF made up 3.61% of LongView Wealth Management's portfolio in Q3 2026, its #3 holding.
LongView Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's iShares Morningstar Growth ETF position peaked at $16.1M in Q3 2025.
64 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.