Superior Planning, LLC’s iShares Morningstar Growth ETF ILCG Stock Holding History

Superior Planning, 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
2026 Q3	$738K	Buy	+6,309	New	+$726K	0.31%	74

Other funds holding ILCG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Superior Planning, LLC's ILCG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Morningstar Growth ETF (ILCG) in Q3 2026: 6,309 shares worth $738K. The stake represents 0.31% of the portfolio and ranks #74 among its holdings.

262 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

Superior Planning, LLC held 6,309 shares of iShares Morningstar Growth ETF worth $738K as of Q3 2026.
iShares Morningstar Growth ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Morningstar Growth ETF made up 0.31% of Superior Planning, LLC's portfolio in Q3 2026, its #74 holding.
262 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.