MCM
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MidAtlantic Capital Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

MidAtlantic Capital 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
Q1 		– Sell
-534
Closed -$55.6K – 140
2025
Q4 		$55.6K Buy
+534
New +$55.8K 0.04% 136
2025
Q1 		– Sell
-534
Closed -$47.8K – 140
2024
Q4 		$47.8K Hold
534
– – 0.04% 136
2024
Q3 		$44.9K Hold
534
– – 0.03% 134
2024
Q2 		$43.5K Hold
534
– – 0.04% 135
2024
Q1 		$40.3K Hold
534
– – 0.04% 137
2023
Q4 		$36.2K Buy
+534
New +$33.8K 0.04% 136

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MidAtlantic Capital Management's ILCG Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2026, closing a stake of 534 shares — an estimated $55.6K sold.

MidAtlantic Capital Management first reported a position in ILCG in Q4 2023 and held it in 6 quarters. The position peaked at $55.6K in Q4 2025. 327 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining iShares Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 534 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $55.6K.
  • MidAtlantic Capital Management first reported a position in iShares Morningstar Growth ETF in Q4 2023 and held it in 6 quarters.
  • MidAtlantic Capital Management's iShares Morningstar Growth ETF position peaked at $55.6K in Q4 2025.
  • 327 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.