SWM
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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 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. 57 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.
  • 57 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.