Sherman Wealth Management
ILCG icon

Sherman Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Sherman Wealth 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
Q3 		$309K Buy
2,644
+1
+0% +$115 0.22% 66
2026
Q2 		$309K Hold
2,643
– – 0.23% 65
2026
Q1 		$252K Buy
2,643
+2
+0.1% +$203 0.22% 70
2025
Q4 		$275K Buy
+2,641
New +$276K 0.24% 67

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Clearstead Trust
Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Sherman Wealth Management's ILCG Position: Q3 2026 in Review

Sherman Wealth Management increased its iShares Morningstar Growth ETF (ILCG) stake by 0.04% in Q3 2026, buying an estimated $115 and bringing the position to 2,644 shares worth $309K. The position accounts for 0.22% of the portfolio, ranked #66.

Sherman Wealth Management first reported a position in ILCG in Q4 2025 and has held it in 4 quarters since. 310 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Sherman Wealth Management held 2,644 shares of iShares Morningstar Growth ETF worth $309K as of Q3 2026.
  • Sherman Wealth Management bought 1 iShares Morningstar Growth ETF share in Q3 2026, an estimated $115.
  • iShares Morningstar Growth ETF made up 0.22% of Sherman Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Sherman Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Sherman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.