SignatureFD’s iShares Morningstar Growth ETF ILCG Stock Holding History

SignatureFD’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	$79.5K	Hold	680	–	–	﹤0.01%	1686
2026 Q2	$79.6K	Hold	680	–	–	﹤0.01%	1582
2026 Q1	$64.9K	Hold	680	–	–	﹤0.01%	1574
2025 Q4	$70.7K	Hold	680	–	–	﹤0.01%	1471
2025 Q3	$70.9K	Hold	680	–	–	﹤0.01%	1464
2025 Q2	$65.9K	Buy	+680	New	+$59.1K	﹤0.01%	1441
2014 Q2	–	Sell	-2,250	Closed	-$45K	–	932
2014 Q1	$45K	Hold	2,250	–	–	0.02%	216
2013 Q4	$45K	Hold	2,250	–	–	0.02%	234
2013 Q3	$40K	Sell	2,250 -400	-15%	-$6.99K	0.02%	238
2013 Q2	$44K	Buy	+2,650	New	+$44.2K	0.02%	178

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

Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $328M AUM 10.95% 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

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 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

SignatureFD's ILCG Position: Q3 2026 in Review

SignatureFD held its iShares Morningstar Growth ETF (ILCG) position steady in Q3 2026 at 680 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

SignatureFD first reported a position in ILCG in Q2 2013 and has held it in 10 quarters since. The position peaked at $79.6K in Q2 2026. 105 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

SignatureFD held 680 shares of iShares Morningstar Growth ETF worth $79.5K as of Q3 2026.
SignatureFD left its iShares Morningstar Growth ETF share count unchanged in Q3 2026.
iShares Morningstar Growth ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1686 holding.
SignatureFD first reported a position in iShares Morningstar Growth ETF in Q2 2013 and has held it in 10 quarters since.
SignatureFD's iShares Morningstar Growth ETF position peaked at $79.6K in Q2 2026.
105 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.