Towerpoint Wealth
ILCG icon

Towerpoint Wealth’s iShares Morningstar Growth ETF ILCG Stock Holding History

Towerpoint Wealth’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 		$1.75M Sell
14,939
-853
-5% -$98.1K 0.61% 34
2026
Q2 		$1.85M Sell
15,792
-114
-0.7% -$12.7K 0.64% 32
2026
Q1 		$1.52M Sell
15,906
-896
-5% -$91K 0.61% 32
2025
Q4 		$1.75M Buy
16,802
+902
+6% +$94.2K 0.69% 31
2025
Q3 		$1.66M Sell
15,900
-473
-3% -$47.5K 0.68% 32
2025
Q2 		$1.59M Sell
16,373
-1,057
-6% -$91.8K 0.7% 30
2025
Q1 		$1.41M Sell
17,430
-1,611
-8% -$143K 0.7% 30
2024
Q4 		$1.71M Hold
19,041
– – 0.84% 25
2024
Q3 		$1.6M Sell
19,041
-1,060
-5% -$85.9K 0.76% 24
2024
Q2 		$1.64M Sell
20,101
-375
-2% -$28.7K 0.82% 24
2024
Q1 		$1.55M Sell
20,476
-445
-2% -$32.1K 0.78% 25
2023
Q4 		$1.42M Sell
20,921
-1,674
-7% -$106K 0.77% 24
2023
Q3 		$1.35M Sell
22,595
-1,220
-5% -$75.8K 0.8% 25
2023
Q2 		$1.48M Sell
23,815
-1,050
-4% -$60.4K 0.84% 25
2023
Q1 		$1.38M Sell
24,865
-790
-3% -$41.4K 0.79% 25
2022
Q4 		$1.25M Sell
25,655
-2,520
-9% -$126K 0.72% 27
2022
Q3 		$1.36M Sell
28,175
-140
-0.5% -$7.57K 0.82% 27
2022
Q2 		$1.42M Sell
28,315
-1,560
-5% -$86.5K 0.85% 28
2022
Q1 		$1.94M Sell
29,875
-60
-0.2% -$3.83K 0.96% 27
2021
Q4 		$2.15M Hold
29,935
– – 1.02% 25
2021
Q3 		$1.96M Sell
29,935
-415
-1% -$28K 0.98% 24
2021
Q2 		$1.96M Sell
30,350
-1,905
-6% -$117K 0.98% 25
2021
Q1 		$1.86M Sell
32,255
-3,375
-9% -$197K 0.89% 23
2020
Q4 		$2.07M Sell
35,630
-2,925
-8% -$162K 1.03% 23
2020
Q3 		$2.06M Sell
38,555
-10,020
-21% -$516K 1.15% 23
2020
Q2 		$2.28M Sell
48,575
-3,845
-7% -$167K 1.42% 23
2020
Q1 		$1.95M Sell
52,420
-2,625
-5% -$110K 1.54% 21
2019
Q4 		$2.31M Sell
55,045
-1,350
-2% -$53.7K 1.53% 19
2019
Q3 		$2.16M Sell
56,395
-300
-0.5% -$11.6K 1.47% 19
2019
Q2 		$2.21M Sell
56,695
-250
-0.4% -$9.34K 1.55% 18
2019
Q1 		$2.08M Sell
56,945
-685
-1% -$23.8K 1.45% 18
2018
Q4 		$1.83M Buy
+57,630
New +$1.95M 1.46% 19

Other funds holding ILCG

McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Towerpoint Wealth's ILCG Position: Q3 2026 in Review

Towerpoint Wealth reduced its iShares Morningstar Growth ETF (ILCG) stake by 5.4% in Q3 2026, selling an estimated $98.1K and leaving 14,939 shares worth $1.75M. The position accounts for 0.61% of the portfolio, ranked #34.

Towerpoint Wealth first reported a position in ILCG in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.31M in Q4 2019. 146 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Towerpoint Wealth held 14,939 shares of iShares Morningstar Growth ETF worth $1.75M as of Q3 2026.
  • Towerpoint Wealth sold 853 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $98.1K.
  • iShares Morningstar Growth ETF made up 0.61% of Towerpoint Wealth's portfolio in Q3 2026, its #34 holding.
  • Towerpoint Wealth first reported a position in iShares Morningstar Growth ETF in Q4 2018 and has held it in 32 quarters since.
  • Towerpoint Wealth's iShares Morningstar Growth ETF position peaked at $2.31M in Q4 2019.
  • 146 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.