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Midwest Financial Partners Investments’s iShares Morningstar Growth ETF ILCG Stock Holding History

Midwest Financial Partners Investments’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 		$644K Hold
5,505
– – 0.25% 43
2026
Q2 		$644K Hold
5,505
– – 0.27% 44
2026
Q1 		$526K Hold
5,505
– – 0.28% 43
2025
Q4 		$573K Buy
+5,505
New +$575K 0.32% 41

Other funds holding ILCG

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

Midwest Financial Partners Investments's ILCG Position: Q3 2026 in Review

Midwest Financial Partners Investments held its iShares Morningstar Growth ETF (ILCG) position steady in Q3 2026 at 5,505 shares worth $644K. The position accounts for 0.25% of the portfolio, ranked #43.

Midwest Financial Partners Investments first reported a position in ILCG in Q4 2025 and has held it in 4 quarters since. The position peaked at $644K in Q2 2026. 15 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Midwest Financial Partners Investments held 5,505 shares of iShares Morningstar Growth ETF worth $644K as of Q3 2026.
  • Midwest Financial Partners Investments left its iShares Morningstar Growth ETF share count unchanged in Q3 2026.
  • iShares Morningstar Growth ETF made up 0.25% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #43 holding.
  • Midwest Financial Partners Investments first reported a position in iShares Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Midwest Financial Partners Investments's iShares Morningstar Growth ETF position peaked at $644K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.