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Summit X LLC’s iShares Morningstar Growth ETF ILCG Stock Holding History

Summit X LLC’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
2025
Q3 		– Sell
-2,982
Closed -$289K – 116
2025
Q2 		$289K Hold
2,982
– – 0.05% 195
2025
Q1 		$241K Buy
2,982
+80
+3% +$7.09K 0.05% 195
2024
Q4 		$260K Buy
2,902
+154
+6% +$13.6K 0.06% 185
2024
Q3 		$224K Hold
2,748
– – 0.05% 192
2024
Q2 		$224K Buy
2,748
+3
+0.1% +$230 0.05% 217
2024
Q1 		$207K Buy
+2,745
New +$198K 0.05% 199
2022
Q2 		– Sell
-3,302
Closed -$215K – 260
2022
Q1 		$215K Buy
3,302
+265
+9% +$16.9K 0.05% 235
2021
Q4 		$217K Buy
+3,037
New +$214K 0.05% 241
2020
Q4 		– Sell
-2,315
Closed -$1.34K – 331
2020
Q3 		$1.34K Buy
+2,315
New +$119K 0.02% 216

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Summit X LLC's ILCG Position: Q3 2025 in Review

Summit X LLC sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2025, closing a stake of 2,982 shares — an estimated $289K sold.

Summit X LLC first reported a position in ILCG in Q3 2020 and held it in 9 quarters. The position peaked at $289K in Q2 2025. 325 funds tracked by Wall St. Rank hold ILCG as of Q3 2025.

  • Summit X LLC reported no remaining iShares Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 2,982 iShares Morningstar Growth ETF shares in Q3 2025, an estimated $289K.
  • Summit X LLC first reported a position in iShares Morningstar Growth ETF in Q3 2020 and held it in 9 quarters.
  • Summit X LLC's iShares Morningstar Growth ETF position peaked at $289K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.