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NWAM LLC’s iShares Morningstar Growth ETF ILCG Stock Holding History

NWAM LLC’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 		$273K Buy
+2,333
New +$261K 0.01% 586

Other funds holding ILCG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
AWMNH
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $319M AUM 17.85% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NWAM LLC's ILCG Position: Q2 2026 in Review

NWAM LLC opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 2,333 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings.

92 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • NWAM LLC held 2,333 shares of iShares Morningstar Growth ETF worth $273K as of Q2 2026.
  • iShares Morningstar Growth ETF was a new NWAM LLC position in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #586 holding.
  • 92 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.