Sage Mountain Advisors
ILCG icon

Sage Mountain Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Sage Mountain 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 		– Sell
-100
Closed -$11.7K – 296
2026
Q2 		$11.7K Hold
100
– – ﹤0.01% 292
2026
Q1 		$9.5K Hold
100
– – ﹤0.01% 274
2025
Q4 		$10.4K Hold
100
– – ﹤0.01% 553
2025
Q3 		$10.4K Hold
100
– – ﹤0.01% 540
2025
Q2 		$9.7K Hold
100
– – ﹤0.01% 484
2025
Q1 		$8.1K Hold
100
– – ﹤0.01% 485
2024
Q4 		$8.96K Buy
+100
New +$8.84K ﹤0.01% 466

Other funds holding ILCG

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Clearstead Trust
Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sage Mountain Advisors's ILCG Position: Q3 2026 in Review

Sage Mountain Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2026, closing a stake of 100 shares — an estimated $11.7K sold.

Sage Mountain Advisors first reported a position in ILCG in Q4 2024 and held it in 7 quarters. The position peaked at $11.7K in Q2 2026. 250 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Sage Mountain Advisors reported no remaining iShares Morningstar Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 100 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $11.7K.
  • Sage Mountain Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2024 and held it in 7 quarters.
  • Sage Mountain Advisors's iShares Morningstar Growth ETF position peaked at $11.7K in Q2 2026.
  • 250 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.