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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cornerstone Planning Group's ILCG Position: Q1 2026 in Review

Cornerstone Planning Group reduced its iShares Morningstar Growth ETF (ILCG) stake by 52% in Q1 2026, selling an estimated $26K and leaving 238 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Cornerstone Planning Group first reported a position in ILCG in Q4 2022 and has held it in 4 quarters since. The position peaked at $64.5K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Cornerstone Planning Group held 238 shares of iShares Morningstar Growth ETF worth $26.4K as of Q1 2026.
  • Cornerstone Planning Group sold 256 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $26K.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #585 holding.
  • Cornerstone Planning Group first reported a position in iShares Morningstar Growth ETF in Q4 2022 and has held it in 4 quarters since.
  • Cornerstone Planning Group's iShares Morningstar Growth ETF position peaked at $64.5K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.