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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LongView Wealth Management's ILCG Position: Q2 2026 in Review

LongView Wealth Management reduced its iShares Morningstar Growth ETF (ILCG) stake by 5.5% in Q2 2026, selling an estimated $843K and leaving 128,562 shares worth $15M. The position accounts for 3.86% of the portfolio, ranked #2.

LongView Wealth Management first reported a position in ILCG in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.1M in Q3 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

LongView Wealth Management held 128,562 shares of iShares Morningstar Growth ETF worth $15M as of Q2 2026.
LongView Wealth Management sold 7,540 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $843K.
iShares Morningstar Growth ETF made up 3.86% of LongView Wealth Management's portfolio in Q2 2026, its #2 holding.
LongView Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's iShares Morningstar Growth ETF position peaked at $16.1M in Q3 2025.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.