Spectrum Wealth Advisory Group
ILCG icon

Spectrum Wealth Advisory Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Spectrum Wealth Advisory Group’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 		$206K Hold
1,761
– – 0.06% 72
2026
Q2 		$206K Buy
+1,761
New +$197K 0.06% 71
2025
Q4 		– Sell
-2,040
Closed -$213K – 62
2025
Q3 		$213K Sell
2,040
-240
-11% -$24.1K 0.09% 61
2025
Q2 		$221K Buy
+2,280
New +$198K 0.1% 58
2025
Q1 		– Sell
-2,280
Closed -$204K – 58
2024
Q4 		$204K Sell
2,280
-220
-9% -$19.5K 0.1% 55
2024
Q3 		$210K Hold
2,500
– – 0.12% 45
2024
Q2 		$204K Buy
+2,500
New +$191K 0.22% 36

Other funds holding ILCG

McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 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
Arcadia Wealth Management (New Hampshire)
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $328M AUM 10.95% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Spectrum Wealth Advisory Group's ILCG Position: Q3 2026 in Review

Spectrum Wealth Advisory Group held its iShares Morningstar Growth ETF (ILCG) position steady in Q3 2026 at 1,761 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #72.

Spectrum Wealth Advisory Group first reported a position in ILCG in Q2 2024 and has held it in 7 quarters since. The position peaked at $221K in Q2 2025. 147 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Spectrum Wealth Advisory Group held 1,761 shares of iShares Morningstar Growth ETF worth $206K as of Q3 2026.
  • Spectrum Wealth Advisory Group left its iShares Morningstar Growth ETF share count unchanged in Q3 2026.
  • iShares Morningstar Growth ETF made up 0.06% of Spectrum Wealth Advisory Group's portfolio in Q3 2026, its #72 holding.
  • Spectrum Wealth Advisory Group first reported a position in iShares Morningstar Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • Spectrum Wealth Advisory Group's iShares Morningstar Growth ETF position peaked at $221K in Q2 2025.
  • 147 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.