MKT Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

MKT Advisors’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	$688K	Buy	5,811 +1	+0%	+$115	0.22%	53
2026 Q2	$663K	Buy	5,810 +1	+0%	+$112	0.21%	58
2026 Q1	$567K	Buy	5,809 +1	+0%	+$102	0.19%	70
2025 Q4	$609K	Buy	5,808 +1	+0%	+$104	0.21%	68
2025 Q3	$608K	Buy	5,807 +2	+0%	+$201	0.23%	66
2025 Q2	$556K	Hold	5,805	–	–	0.22%	68
2025 Q1	$426K	Buy	5,805 +894	+18%	+$79.2K	0.2%	73
2024 Q4	$449K	Buy	4,911 +5	+0.1%	+$442	0.2%	77
2024 Q3	$407K	Buy	+4,906	New	+$398K	0.19%	83

Other funds holding ILCG

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

MKT Advisors's ILCG Position: Q3 2026 in Review

MKT Advisors increased its iShares Morningstar Growth ETF (ILCG) stake by 0.02% in Q3 2026, buying an estimated $115 and bringing the position to 5,811 shares worth $688K. The position accounts for 0.22% of the portfolio, ranked #53.

MKT Advisors first reported a position in ILCG in Q3 2024 and has held it in 9 quarters since. 84 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

MKT Advisors held 5,811 shares of iShares Morningstar Growth ETF worth $688K as of Q3 2026.
MKT Advisors bought 1 iShares Morningstar Growth ETF share in Q3 2026, an estimated $115.
iShares Morningstar Growth ETF made up 0.22% of MKT Advisors's portfolio in Q3 2026, its #53 holding.
MKT Advisors first reported a position in iShares Morningstar Growth ETF in Q3 2024 and has held it in 9 quarters since.
84 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.