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McCarthy & Cox’s iShares Morningstar Growth ETF ILCG Stock Holding History

McCarthy & Cox’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
2025
Q4 		– Sell
-2,217
Closed -$231K – 46
2025
Q3 		$231K Sell
2,217
-33
-1% -$3.31K 0.05% 63
2025
Q2 		$218K Buy
+2,250
New +$195K 0.06% 63
2025
Q1 		– Sell
-2,250
Closed -$202K – 67
2024
Q4 		$202K Buy
+2,250
New +$199K 0.07% 63

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McCarthy & Cox's ILCG Position: Q4 2025 in Review

McCarthy & Cox sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2025, closing a stake of 2,217 shares — an estimated $231K sold.

McCarthy & Cox first reported a position in ILCG in Q4 2024 and held it in 3 quarters. The position peaked at $231K in Q3 2025. 342 funds tracked by Wall St. Rank hold ILCG as of Q4 2025.

  • McCarthy & Cox reported no remaining iShares Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 2,217 iShares Morningstar Growth ETF shares in Q4 2025, an estimated $231K.
  • McCarthy & Cox first reported a position in iShares Morningstar Growth ETF in Q4 2024 and held it in 3 quarters.
  • McCarthy & Cox's iShares Morningstar Growth ETF position peaked at $231K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.