de Creative Planning iShares Morningstar Growth ETF ILCG Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 5.61 M | Comprar |
47,904
+6,493
| +16% | +USD 726 k | ﹤0.01% | 1317 |
|
|
2026
Q1 | USD 3.95 M | Comprar |
41,411
+1,648
| +4% | +USD 167 k | ﹤0.01% | 1369 |
|
|
2025
Q4 | USD 4.14 M | Vender |
39,763
-1,961
| -5% | -USD 205 k | ﹤0.01% | 1146 |
|
|
2025
Q3 | USD 4.35 M | Vender |
41,724
-940
| -2% | -USD 94.4 k | ﹤0.01% | 969 |
|
|
2025
Q2 | USD 4.13 M | Vender |
42,664
-3,447
| -7% | -USD 299 k | ﹤0.01% | 852 |
|
|
2025
Q1 | USD 3.73 M | Comprar |
46,111
+4,343
| +10% | +USD 385 k | ﹤0.01% | 825 |
|
|
2024
Q4 | USD 3.74 M | Vender |
41,768
-16,095
| -28% | -USD 1.42 M | ﹤0.01% | 790 |
|
|
2024
Q3 | USD 4.86 M | Vender |
57,863
-736
| -1% | -USD 59.7 k | ﹤0.01% | 647 |
|
|
2024
Q2 | USD 4.77 M | Comprar |
58,599
+1,072
| +2% | +USD 82.1 k | 0.01% | 631 |
|
|
2024
Q1 | USD 4.34 M | Vender |
57,527
-85
| -0.1% | -USD 6.12 k | ﹤0.01% | 651 |
|
|
2023
Q4 | USD 3.91 M | Vender |
57,612
-192
| -0.3% | -USD 12.1 k | 0.01% | 642 |
|
|
2023
Q3 | USD 3.45 M | Comprar |
57,804
+955
| +2% | +USD 59.4 k | ﹤0.01% | 643 |
|
|
2023
Q2 | USD 3.54 M | Comprar |
56,849
+1,429
| +3% | +USD 82.1 k | ﹤0.01% | 617 |
|
|
2023
Q1 | USD 3.07 M | Vender |
55,420
-4,768
| -8% | -USD 250 k | ﹤0.01% | 637 |
|
|
2022
Q4 | USD 2.93 M | Vender |
60,188
-506
| -0.8% | -USD 25.3 k | ﹤0.01% | 623 |
|
|
2022
Q3 | USD 2.93 M | Vender |
60,694
-185
| -0.3% | -USD 10 k | 0.01% | 570 |
|
|
2022
Q2 | USD 3.05 M | Comprar |
60,879
+673
| +1% | +USD 37.3 k | 0.01% | 580 |
|
|
2022
Q1 | USD 3.91 M | Vender |
60,206
-286
| -0.5% | -USD 18.3 k | 0.01% | 518 |
|
|
2021
Q4 | USD 4.34 M | Vender |
60,492
-1,098
| -2% | -USD 77.2 k | 0.01% | 451 |
|
|
2021
Q3 | USD 4.04 M | Mantener |
61,590
| – | – | 0.01% | 470 |
|
|
2021
Q2 | USD 3.99 M | Comprar |
61,590
+315
| +0.5% | +USD 19.3 k | 0.01% | 470 |
|
|
2021
Q1 | USD 3.54 M | Comprar |
61,275
+12,280
| +25% | +USD 719 k | 0.01% | 509 |
|
|
2020
Q4 | USD 2.84 M | Vender |
48,995
-2,515
| -5% | -USD 140 k | 0.01% | 536 |
|
|
2020
Q3 | USD 2.76 M | Comprar |
51,510
+2,370
| +5% | +USD 122 k | 0.01% | 460 |
|
|
2020
Q2 | USD 2.3 M | Comprar |
49,140
+7,750
| +19% | +USD 337 k | 0.01% | 454 |
|
|
2020
Q1 | USD 1.54 M | Mantener |
41,390
| – | – | 0.01% | 505 |
|
|
2019
Q4 | USD 1.74 M | Vender |
41,390
-550
| -1% | -USD 21.9 k | 0.01% | 563 |
|
|
2019
Q3 | USD 1.61 M | Comprar |
41,940
+70
| +0.2% | +USD 2.72 k | 0.01% | 566 |
|
|
2019
Q2 | USD 1.61 M | Vender |
41,870
-2,290
| -5% | -USD 85.6 k | 0.01% | 565 |
|
|
2019
Q1 | USD 1.62 M | Comprar |
44,160
+36,350
| +465% | +USD 1.26 M | 0.01% | 543 |
|
|
2018
Q4 | USD 248 k | Vender |
7,810
-440
| -5% | -USD 14.9 k | ﹤0.01% | 1347 |
|
|
2018
Q3 | USD 307 k | Comprar |
8,250
+280
| +4% | +USD 10.1 k | ﹤0.01% | 1381 |
|
|
2018
Q2 | USD 278 k | Vender |
7,970
-200
| -2% | -USD 6.8 k | ﹤0.01% | 1417 |
|
|
2018
Q1 | USD 268 k | Vender |
8,170
-2,050
| -20% | -USD 68.1 k | ﹤0.01% | 1410 |
|
|
2017
Q4 | USD 320 k | Comprar |
10,220
+2,875
| +39% | +USD 87.7 k | ﹤0.01% | 1327 |
|
|
2017
Q3 | USD 215 k | Vender |
7,345
-1,090
| -13% | -USD 31.4 k | ﹤0.01% | 1558 |
|
|
2017
Q2 | USD 235 k | Comprar |
8,435
+1,230
| +17% | +USD 33.8 k | ﹤0.01% | 1426 |
|
|
2017
Q1 | USD 190 k | Vender |
7,205
-575
| -7% | -USD 14.8 k | ﹤0.01% | 1523 |
|
|
2016
Q4 | USD 188 k | Mantener |
7,780
| – | – | ﹤0.01% | 1441 |
|
|
2016
Q3 | USD 190 k | Comprar |
7,780
+1,315
| +20% | +USD 32 k | ﹤0.01% | 1427 |
|
|
2016
Q2 | USD 151 k | Vender |
6,465
-1,165
| -15% | -USD 27.5 k | ﹤0.01% | 1414 |
|
|
2016
Q1 | USD 180 k | Mantener |
7,630
| – | – | ﹤0.01% | 1267 |
|
|
2015
Q4 | USD 184 k | Vender |
7,630
-2,815
| -27% | -USD 68.2 k | ﹤0.01% | 1249 |
|
|
2015
Q3 | USD 234 k | Comprar |
+10,445
| Nuevas | +USD 248 k | ﹤0.01% | 1107 |
|
|
2015
Q2 | – | Vender |
-15,075
| Cerradas | -USD 356 k | – | 2000 |
|
|
2015
Q1 | USD 356 k | Vender |
15,075
-2,875
| -16% | -USD 67 k | ﹤0.01% | 906 |
|
|
2014
Q4 | USD 406 k | Vender |
17,950
-6,475
| -27% | -USD 143 k | ﹤0.01% | 778 |
|
|
2014
Q3 | USD 532 k | Vender |
24,425
-4,320
| -15% | -USD 93.7 k | 0.01% | 629 |
|
|
2014
Q2 | USD 613 k | Vender |
28,745
-8,915
| -24% | -USD 182 k | 0.01% | 564 |
|
|
2014
Q1 | USD 750 k | Comprar |
37,660
+2,650
| +8% | +USD 53 k | 0.01% | 466 |
|
|
2013
Q4 | USD 698 k | Comprar |
35,010
+350
| +1% | +USD 6.64 k | 0.01% | 416 |
|
|
2013
Q3 | USD 622 k | Vender |
34,660
-12,335
| -26% | -USD 216 k | 0.01% | 383 |
|
|
2013
Q2 | USD 772 k | Comprar |
+46,995
| Nuevas | +USD 784 k | 0.02% | 289 |
|
Otros fondos que tienen ILCG en su cartera
BDWCC
Posición de Creative Planning en ILCG: resumen de T2 2026
Creative Planning aumentó su participación en iShares Morningstar Growth ETF (ILCG) en 16% durante T2 2026, al comprar aproximadamente USD 726 k y elevar la posición a 47,904 acciones con un valor de USD 5.61 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1317.
Creative Planning reportó por primera vez una posición en ILCG en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 352 fondos que sigue Wall St. Rank mantienen una posición en ILCG.
- Al cierre de T2 2026, Creative Planning tenía 47,904 acciones de iShares Morningstar Growth ETF con un valor de USD 5.61 M.
- Creative Planning compró 6,493 acciones de iShares Morningstar Growth ETF en T2 2026, por un monto estimado de USD 726 k.
- iShares Morningstar Growth ETF representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1317.
- Creative Planning reportó por primera vez una posición en iShares Morningstar Growth ETF en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 352 fondos que sigue Wall St. Rank tenían iShares Morningstar Growth ETF en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.