Cooper Financial Group
ILCG icon

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
Q3 		$1.13M Buy
9,676
+5
+0.1% +$575 0.09% 156
2026
Q2 		$1.13M Buy
9,671
+25
+0.3% +$2.8K 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

McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Arcadia Wealth Management (New Hampshire)
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $328M AUM 10.95% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Marietta Wealth Management
Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

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

Cooper Financial Group increased its iShares Morningstar Growth ETF (ILCG) stake by 0.05% in Q3 2026, buying an estimated $575 and bringing the position to 9,676 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #156.

Cooper Financial Group first reported a position in ILCG in Q2 2022 and has held it in 18 quarters since. 130 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Cooper Financial Group held 9,676 shares of iShares Morningstar Growth ETF worth $1.13M as of Q3 2026.
  • Cooper Financial Group bought 5 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $575.
  • iShares Morningstar Growth ETF made up 0.09% of Cooper Financial Group's portfolio in Q3 2026, its #156 holding.
  • Cooper Financial Group first reported a position in iShares Morningstar Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.