Cornerstone Planning Group
ILCG icon

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

Cornerstone Planning 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 		– Sell
-730
Closed -$83.4K – 897
2026
Q2 		$83.4K Buy
730
+492
+207% +$55K 0.01% 280
2026
Q1 		$26.4K Sell
238
-256
-52% -$26K ﹤0.01% 585
2025
Q4 		$52.3K Sell
494
-109
-18% -$11.4K 0.01% 335
2025
Q3 		$64.5K Buy
+603
New +$60.6K 0.01% 284
2022
Q4 		$10.6K Buy
+212
New +$10.6K ﹤0.01% 622

Other funds holding ILCG

McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Cornerstone Planning Group sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2026, closing a stake of 730 shares — an estimated $83.4K sold.

Cornerstone Planning Group first reported a position in ILCG in Q4 2022 and held it in 5 quarters. The position peaked at $83.4K in Q2 2026. 90 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares Morningstar Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 730 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $83.4K.
  • Cornerstone Planning Group first reported a position in iShares Morningstar Growth ETF in Q4 2022 and held it in 5 quarters.
  • Cornerstone Planning Group's iShares Morningstar Growth ETF position peaked at $83.4K in Q2 2026.
  • 90 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.