Action Point Financial Planning’s iShares Morningstar Growth ETF ILCG Stock Holding History

Action Point Financial Planning’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 Q2	$2.81K	Buy	+24	New	+$2.68K	﹤0.01%	2084

Other funds holding ILCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Action Point Financial Planning's ILCG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 24 shares worth $2.81K. The stake represents ﹤0.01% of the portfolio and ranks #2084 among its holdings.

351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Action Point Financial Planning held 24 shares of iShares Morningstar Growth ETF worth $2.81K as of Q2 2026.
iShares Morningstar Growth ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Morningstar Growth ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2084 holding.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.