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

Cornerstone 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	$590K	Buy	5,047 +6	+0.1%	+$690	0.34%	46
2026 Q2	$590K	Buy	5,041 +4	+0.1%	+$447	0.36%	46
2026 Q1	$557K	Buy	5,037 +5	+0.1%	+$508	0.36%	48
2025 Q4	$524K	Buy	5,032 +7	+0.1%	+$731	0.37%	46
2025 Q3	$524K	Buy	5,025 +7	+0.1%	+$703	0.41%	48
2025 Q2	$486K	Buy	5,018 +5	+0.1%	+$434	0.41%	49
2025 Q1	$446K	Buy	5,013 +6	+0.1%	+$532	0.4%	50
2024 Q4	$449K	Buy	+5,007	New	+$443K	0.44%	50

Other funds holding ILCG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Cornerstone Financial Group increased its iShares Morningstar Growth ETF (ILCG) stake by 0.12% in Q3 2026, buying an estimated $690 and bringing the position to 5,047 shares worth $590K. The position accounts for 0.34% of the portfolio, ranked #46.

Cornerstone Financial Group first reported a position in ILCG in Q4 2024 and has held it in 8 quarters since. 276 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

Cornerstone Financial Group held 5,047 shares of iShares Morningstar Growth ETF worth $590K as of Q3 2026.
Cornerstone Financial Group bought 6 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $690.
iShares Morningstar Growth ETF made up 0.34% of Cornerstone Financial Group's portfolio in Q3 2026, its #46 holding.
Cornerstone Financial Group first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 8 quarters since.
276 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.