SWM
ILCV icon

Spire Wealth Management’s iShares Morningstar Value ETF ILCV Stock Holding History

Spire Wealth Management’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.02K Buy
+20
New +$1.99K ﹤0.01% 2009
2025
Q2 		– Sell
-17
Closed -$1.39K – 2469
2025
Q1 		$1.39K Buy
+17
New +$1.41K ﹤0.01% 2337

Other funds holding ILCV

MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
NWA
Northwest Wealth Advisors Bellingham, Washington $174M AUM
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM

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

Spire Wealth Management opened a new position in iShares Morningstar Value ETF (ILCV) in Q2 2026: 20 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #2009 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in ILCV as recently as Q1 2025.

Spire Wealth Management first reported a position in ILCV in Q1 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold ILCV as of Q2 2026.

  • Spire Wealth Management held 20 shares of iShares Morningstar Value ETF worth $2.02K as of Q2 2026.
  • iShares Morningstar Value ETF was a new Spire Wealth Management position in Q2 2026.
  • iShares Morningstar Value ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2009 holding.
  • Spire Wealth Management first reported a position in iShares Morningstar Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q2 2026.

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