LWM
ILCG icon

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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 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. 57 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.
  • 57 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.