CFD
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Creative Financial Designs’s iShares Morningstar Growth ETF ILCG Stock Holding History

Creative Financial Designs’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 		$1.81M Buy
15,461
+116
+0.8% +$13K 0.09% 204
2026
Q1 		$1.47M Buy
15,345
+184
+1% +$18.7K 0.09% 183
2025
Q4 		$1.58M Buy
15,161
+327
+2% +$34.1K 0.1% 174
2025
Q3 		$1.55M Sell
14,834
-343
-2% -$34.4K 0.1% 171
2025
Q2 		$1.47M Buy
15,177
+136
+0.9% +$11.8K 0.11% 163
2025
Q1 		$1.22M Sell
15,041
-189
-1% -$16.7K 0.1% 170
2024
Q4 		$1.36M Buy
15,230
+1,299
+9% +$115K 0.11% 157
2024
Q3 		$1.17M Buy
13,931
+12,608
+953% +$1.02M 0.1% 175
2024
Q2 		$108K Buy
1,323
+1
+0.1% +$77 0.01% 572
2024
Q1 		$99.8K Sell
1,322
-313
-19% -$22.6K 0.01% 570
2023
Q4 		$111K Buy
1,635
+316
+24% +$20K 0.01% 518
2023
Q3 		$78.7K Sell
1,319
-199
-13% -$12.4K 0.01% 529
2023
Q2 		$94.6K Buy
1,518
+196
+15% +$11.3K 0.01% 497
2023
Q1 		$73.2K Buy
1,322
+2
+0.2% +$105 0.01% 516
2022
Q4 		$64.3K Buy
1,320
+2
+0.2% +$100 0.01% 527
2022
Q3 		$64K Buy
1,318
+1
+0.1% +$54 0.01% 504
2022
Q2 		$66K Buy
1,317
+1
+0.1% +$55 0.01% 504
2022
Q1 		$86K Buy
1,316
+1
+0.1% +$64 0.01% 451
2021
Q4 		$94K Buy
1,315
+1
+0.1% +$70 0.01% 445
2021
Q3 		$86K Sell
1,314
-552
-30% -$37.3K 0.01% 468
2021
Q2 		$121K Buy
1,866
+1
+0.1% +$61 0.02% 407
2021
Q1 		$108K Hold
1,865
– – 0.02% 403
2020
Q4 		$108K Hold
1,865
– – 0.02% 365
2020
Q3 		$100K Buy
1,865
+5
+0.3% +$258 0.02% 341
2020
Q2 		$87K Buy
+1,860
New +$80.8K 0.03% 312

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Financial Designs's ILCG Position: Q2 2026 in Review

Creative Financial Designs increased its iShares Morningstar Growth ETF (ILCG) stake by 0.76% in Q2 2026, buying an estimated $13K and bringing the position to 15,461 shares worth $1.81M. The position accounts for 0.09% of the portfolio, ranked #204.

Creative Financial Designs first reported a position in ILCG in Q2 2020 and has held it in 25 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Creative Financial Designs held 15,461 shares of iShares Morningstar Growth ETF worth $1.81M as of Q2 2026.
  • Creative Financial Designs bought 116 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $13K.
  • iShares Morningstar Growth ETF made up 0.09% of Creative Financial Designs's portfolio in Q2 2026, its #204 holding.
  • Creative Financial Designs first reported a position in iShares Morningstar Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.