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

Spire 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 Q2	$59.3K	Buy	507 +52	+11%	+$5.81K	﹤0.01%	1134
2026 Q1	$43.4K	Sell	455 -175	-28%	-$17.8K	﹤0.01%	1205
2025 Q4	$65.5K	Buy	630 +121	+24%	+$12.6K	﹤0.01%	1102
2025 Q3	$53.1K	Buy	+509	New	+$51.1K	﹤0.01%	1214
2024 Q2	–	Sell	-400	Closed	-$30.2K	–	2305
2024 Q1	$30.2K	Sell	400 -43	-10%	-$3.1K	﹤0.01%	1389
2023 Q4	$30.8K	Hold	443	–	–	﹤0.01%	1370
2023 Q3	$26.4K	Hold	443	–	–	﹤0.01%	1400
2023 Q2	$27.6K	Hold	443	–	–	﹤0.01%	1447
2023 Q1	$24.5K	Buy	443 +400	+930%	+$21K	﹤0.01%	1540
2022 Q4	$2K	Hold	43	–	–	﹤0.01%	2057
2022 Q3	$2K	Sell	43 -410	-91%	-$22.2K	﹤0.01%	1957
2022 Q2	$23K	Sell	453 -1,900	-81%	-$105K	﹤0.01%	1612
2022 Q1	$153K	Hold	2,353	–	–	﹤0.01%	1001
2021 Q4	$169K	Sell	2,353 -1,013	-30%	-$71.2K	﹤0.01%	1166
2021 Q3	$221K	Hold	3,366	–	–	0.01%	882
2021 Q2	$218K	Buy	3,366 +1,056	+46%	+$64.8K	0.01%	915
2021 Q1	$133K	Buy	+2,310	New	+$135K	﹤0.01%	1260

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

Spire Wealth Management's ILCG Position: Q2 2026 in Review

Spire Wealth Management increased its iShares Morningstar Growth ETF (ILCG) stake by 11% in Q2 2026, buying an estimated $5.81K and bringing the position to 507 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Spire Wealth Management first reported a position in ILCG in Q1 2021 and has held it in 17 quarters since. The position peaked at $221K in Q3 2021. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Spire Wealth Management held 507 shares of iShares Morningstar Growth ETF worth $59.3K as of Q2 2026.
Spire Wealth Management bought 52 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $5.81K.
iShares Morningstar Growth ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1134 holding.
Spire Wealth Management first reported a position in iShares Morningstar Growth ETF in Q1 2021 and has held it in 17 quarters since.
Spire Wealth Management's iShares Morningstar Growth ETF position peaked at $221K in Q3 2021.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.