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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Spectrum Wealth Advisory Group's ILCG Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 1,761 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #71 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in ILCG as recently as Q3 2025.

Spectrum Wealth Advisory Group first reported a position in ILCG in Q2 2024 and has held it in 6 quarters since. The position peaked at $221K in Q2 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Spectrum Wealth Advisory Group held 1,761 shares of iShares Morningstar Growth ETF worth $206K as of Q2 2026.
iShares Morningstar Growth ETF was a new Spectrum Wealth Advisory Group position in Q2 2026.
iShares Morningstar Growth ETF made up 0.06% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #71 holding.
Spectrum Wealth Advisory Group first reported a position in iShares Morningstar Growth ETF in Q2 2024 and has held it in 6 quarters since.
Spectrum Wealth Advisory Group's iShares Morningstar Growth ETF position peaked at $221K in Q2 2025.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.