Wealth Enhancement Advisory Services
ILCG icon

Wealth Enhancement Advisory Services’s iShares Morningstar Growth ETF ILCG Stock Holding History

Wealth Enhancement Advisory Services’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 		$19.2M Sell
162,220
-2,179
-1% -$251K 0.03% 490
2026
Q2 		$19.2M Buy
164,399
+8,524
+5% +$953K 0.03% 451
2026
Q1 		$15.1M Buy
155,875
+53,540
+52% +$5.44M 0.03% 471
2025
Q4 		$10.8M Sell
102,335
-340
-0.3% -$35.5K 0.01% 668
2025
Q3 		$10.7M Buy
102,675
+1,708
+2% +$172K 0.02% 632
2025
Q2 		$9.8M Buy
100,967
+2,969
+3% +$258K 0.02% 633
2025
Q1 		$7.94M Buy
97,998
+981
+1% +$86.9K 0.02% 663
2024
Q4 		$8.69M Buy
97,017
+6,288
+7% +$556K 0.02% 612
2024
Q3 		$7.62M Sell
90,729
-572
-0.6% -$46.4K 0.02% 598
2024
Q2 		$7.43M Sell
91,301
-1,047
-1% -$80.1K 0.02% 571
2024
Q1 		$6.97M Buy
92,348
+15,891
+21% +$1.14M 0.02% 579
2023
Q4 		$5.19M Sell
76,457
-835
-1% -$52.8K 0.02% 600
2023
Q3 		$4.61M Buy
+77,292
New +$4.81M 0.02% 601

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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
Arcadia Wealth Management (New Hampshire)
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $328M AUM 10.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's ILCG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Morningstar Growth ETF (ILCG) stake by 1.3% in Q3 2026, selling an estimated $251K and leaving 162,220 shares worth $19.2M. The position accounts for 0.03% of the portfolio, ranked #490.

Wealth Enhancement Advisory Services first reported a position in ILCG in Q3 2023 and has held it in 13 quarters since. 253 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 162,220 shares of iShares Morningstar Growth ETF worth $19.2M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 2,179 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $251K.
  • iShares Morningstar Growth ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #490 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Morningstar Growth ETF in Q3 2023 and has held it in 13 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.