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

Cooper 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	$1.13M	Buy	9,671 +25	+0.3%	+$2.79K	0.09%	152
2026 Q1	$921K	Hold	9,646	–	–	0.09%	171
2025 Q4	$1M	Buy	9,646 +1	+0%	+$104	0.11%	142
2025 Q3	$1.01M	Hold	9,645	–	–	0.11%	139
2025 Q2	$935K	Hold	9,645	–	–	0.11%	150
2025 Q1	$781K	Hold	9,645	–	–	0.1%	174
2024 Q4	$864K	Hold	9,645	–	–	0.1%	166
2024 Q3	$811K	Hold	9,645	–	–	0.11%	169
2024 Q2	$785K	Hold	9,645	–	–	0.12%	159
2024 Q1	$728K	Sell	9,645 -2,225	-19%	-$160K	0.12%	160
2023 Q4	$805K	Sell	11,870 -1	-0%	-$63	0.15%	131
2023 Q3	$708K	Hold	11,871	–	–	0.17%	135
2023 Q2	$740K	Hold	11,871	–	–	0.18%	131
2023 Q1	$657K	Hold	11,871	–	–	0.18%	133
2022 Q4	$578K	Hold	11,871	–	–	0.18%	131
2022 Q3	$573K	Hold	11,871	–	–	0.21%	119
2022 Q2	$595K	Buy	+11,871	New	+$658K	0.22%	112

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

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

Cooper Financial Group increased its iShares Morningstar Growth ETF (ILCG) stake by 0.26% in Q2 2026, buying an estimated $2.79K and bringing the position to 9,671 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #152.

Cooper Financial Group first reported a position in ILCG in Q2 2022 and has held it in 17 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Cooper Financial Group held 9,671 shares of iShares Morningstar Growth ETF worth $1.13M as of Q2 2026.
Cooper Financial Group bought 25 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $2.79K.
iShares Morningstar Growth ETF made up 0.09% of Cooper Financial Group's portfolio in Q2 2026, its #152 holding.
Cooper Financial Group first reported a position in iShares Morningstar Growth ETF in Q2 2022 and has held it in 17 quarters since.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.