CIBC Private Wealth Group
ILCG icon

CIBC Private Wealth Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$91.6K Hold
880
– – ﹤0.01% 1558
2025
Q3 		$91.8K Hold
880
– – ﹤0.01% 1534
2025
Q2 		$85.3K Sell
880
-815
-48% -$70.8K ﹤0.01% 1465
2025
Q1 		$123K Hold
1,695
– – ﹤0.01% 1275
2024
Q4 		$154K Hold
1,695
– – ﹤0.01% 1260
2024
Q3 		$142K Hold
1,695
– – ﹤0.01% 1345
2024
Q2 		$143K Hold
1,695
– – ﹤0.01% 1249
2024
Q1 		$128K Buy
+1,695
New +$122K ﹤0.01% 1295

Other funds holding ILCG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIBC Private Wealth Group's ILCG Position: Q4 2025 in Review

CIBC Private Wealth Group held its iShares Morningstar Growth ETF (ILCG) position steady in Q4 2025 at 880 shares worth $91.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

CIBC Private Wealth Group first reported a position in ILCG in Q1 2024 and has held it in 8 quarters since. The position peaked at $154K in Q4 2024. 342 funds tracked by Wall St. Rank hold ILCG as of Q4 2025.

  • CIBC Private Wealth Group held 880 shares of iShares Morningstar Growth ETF worth $91.6K as of Q4 2025.
  • CIBC Private Wealth Group left its iShares Morningstar Growth ETF share count unchanged in Q4 2025.
  • iShares Morningstar Growth ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1558 holding.
  • CIBC Private Wealth Group first reported a position in iShares Morningstar Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's iShares Morningstar Growth ETF position peaked at $154K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.