Baird Financial Group
ILCG icon

Baird Financial Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Baird Financial Group’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 		$363K Buy
3,107
+29
+0.9% +$3.34K ﹤0.01% 1672
2026
Q2 		$360K Sell
3,078
-100
-3% -$11.2K ﹤0.01% 1663
2026
Q1 		$303K Sell
3,178
-7,614
-71% -$773K ﹤0.01% 1631
2025
Q4 		$1.12M Sell
10,792
-137
-1% -$14.3K ﹤0.01% 1216
2025
Q3 		$1.14M Buy
10,929
+7,779
+247% +$781K ﹤0.01% 1215
2025
Q2 		$305K Sell
3,150
-50
-2% -$4.34K ﹤0.01% 1583
2025
Q1 		$259K Sell
3,200
-50
-2% -$4.43K ﹤0.01% 1613
2024
Q4 		$291K Hold
3,250
– – ﹤0.01% 1574
2024
Q3 		$273K Sell
3,250
-7,995
-71% -$648K ﹤0.01% 1567
2024
Q2 		$915K Buy
11,245
+7,994
+246% +$612K ﹤0.01% 1196
2024
Q1 		$245K Buy
3,251
+101
+3% +$7.28K ﹤0.01% 1621
2023
Q4 		$214K Buy
+3,150
New +$199K ﹤0.01% 1626
2022
Q3 		– Sell
-8,726
Closed -$437K – 1771
2022
Q2 		$437K Sell
8,726
-4,696
-35% -$260K ﹤0.01% 1400
2022
Q1 		$872K Sell
13,422
-7,350
-35% -$469K ﹤0.01% 1208
2021
Q4 		$1.49M Buy
20,772
+2,575
+14% +$181K ﹤0.01% 1050
2021
Q3 		$1.19M Buy
+18,197
New +$1.23M ﹤0.01% 1135
2020
Q4 		– Sell
-69,210
Closed -$3.7M – 1583
2020
Q3 		$3.7M Sell
69,210
-63,205
-48% -$3.26M 0.01% 566
2020
Q2 		$6.21M Buy
+132,415
New +$5.76M 0.02% 432
2017
Q2 		– Sell
-8,000
Closed -$211K – 1234
2017
Q1 		$211K Sell
8,000
-3,400
-30% -$87.2K ﹤0.01% 1154
2016
Q4 		$276K Buy
+11,400
New +$275K ﹤0.01% 1063

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Clearstead Trust
Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Baird Financial Group's ILCG Position: Q3 2026 in Review

Baird Financial Group increased its iShares Morningstar Growth ETF (ILCG) stake by 0.94% in Q3 2026, buying an estimated $3.34K and bringing the position to 3,107 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Baird Financial Group first reported a position in ILCG in Q4 2016 and has held it in 20 quarters since. The position peaked at $6.21M in Q2 2020. 310 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Baird Financial Group held 3,107 shares of iShares Morningstar Growth ETF worth $363K as of Q3 2026.
  • Baird Financial Group bought 29 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $3.34K.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q3 2026, its #1672 holding.
  • Baird Financial Group first reported a position in iShares Morningstar Growth ETF in Q4 2016 and has held it in 20 quarters since.
  • Baird Financial Group's iShares Morningstar Growth ETF position peaked at $6.21M in Q2 2020.
  • 310 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Baird Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.