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
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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baird Financial Group's ILCG Position: Q2 2026 in Review

Baird Financial Group reduced its iShares Morningstar Growth ETF (ILCG) stake by 3.1% in Q2 2026, selling an estimated $11.2K and leaving 3,078 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Baird Financial Group first reported a position in ILCG in Q4 2016 and has held it in 19 quarters since. The position peaked at $6.21M in Q2 2020. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Baird Financial Group held 3,078 shares of iShares Morningstar Growth ETF worth $360K as of Q2 2026.
  • Baird Financial Group sold 100 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $11.2K.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1663 holding.
  • Baird Financial Group first reported a position in iShares Morningstar Growth ETF in Q4 2016 and has held it in 19 quarters since.
  • Baird Financial Group's iShares Morningstar Growth ETF position peaked at $6.21M in Q2 2020.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.