Spire Wealth Management
ILCG icon

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
Q3 		$107K Buy
919
+412
+81% +$47.4K ﹤0.01% 928
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clearstead Trust
Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Spire Wealth Management increased its iShares Morningstar Growth ETF (ILCG) stake by 81% in Q3 2026, buying an estimated $47.4K and bringing the position to 919 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Spire Wealth Management first reported a position in ILCG in Q1 2021 and has held it in 18 quarters since. The position peaked at $221K in Q3 2021. 239 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Spire Wealth Management held 919 shares of iShares Morningstar Growth ETF worth $107K as of Q3 2026.
  • Spire Wealth Management bought 412 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $47.4K.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #928 holding.
  • Spire Wealth Management first reported a position in iShares Morningstar Growth ETF in Q1 2021 and has held it in 18 quarters since.
  • Spire Wealth Management's iShares Morningstar Growth ETF position peaked at $221K in Q3 2021.
  • 239 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.