Creative Planning
ILCG icon

Creative Planning’s iShares Morningstar Growth ETF ILCG Stock Holding History

Creative Planning’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 		$3.95M Buy
41,411
+1,648
+4% +$167K ﹤0.01% 1369
2025
Q4 		$4.14M Sell
39,763
-1,961
-5% -$205K ﹤0.01% 1146
2025
Q3 		$4.35M Sell
41,724
-940
-2% -$94.4K ﹤0.01% 969
2025
Q2 		$4.13M Sell
42,664
-3,447
-7% -$299K ﹤0.01% 852
2025
Q1 		$3.73M Buy
46,111
+4,343
+10% +$385K ﹤0.01% 825
2024
Q4 		$3.74M Sell
41,768
-16,095
-28% -$1.42M ﹤0.01% 790
2024
Q3 		$4.86M Sell
57,863
-736
-1% -$59.7K ﹤0.01% 647
2024
Q2 		$4.77M Buy
58,599
+1,072
+2% +$82.1K 0.01% 631
2024
Q1 		$4.34M Sell
57,527
-85
-0.1% -$6.12K ﹤0.01% 651
2023
Q4 		$3.91M Sell
57,612
-192
-0.3% -$12.1K 0.01% 642
2023
Q3 		$3.45M Buy
57,804
+955
+2% +$59.4K ﹤0.01% 643
2023
Q2 		$3.54M Buy
56,849
+1,429
+3% +$82.1K ﹤0.01% 617
2023
Q1 		$3.07M Sell
55,420
-4,768
-8% -$250K ﹤0.01% 637
2022
Q4 		$2.93M Sell
60,188
-506
-0.8% -$25.3K ﹤0.01% 623
2022
Q3 		$2.93M Sell
60,694
-185
-0.3% -$10K 0.01% 570
2022
Q2 		$3.05M Buy
60,879
+673
+1% +$37.3K 0.01% 580
2022
Q1 		$3.91M Sell
60,206
-286
-0.5% -$18.3K 0.01% 518
2021
Q4 		$4.34M Sell
60,492
-1,098
-2% -$77.2K 0.01% 451
2021
Q3 		$4.04M Hold
61,590
– – 0.01% 470
2021
Q2 		$3.99M Buy
61,590
+315
+0.5% +$19.3K 0.01% 470
2021
Q1 		$3.54M Buy
61,275
+12,280
+25% +$719K 0.01% 509
2020
Q4 		$2.84M Sell
48,995
-2,515
-5% -$140K 0.01% 536
2020
Q3 		$2.75M Buy
51,510
+2,370
+5% +$122K 0.01% 460
2020
Q2 		$2.3M Buy
49,140
+7,750
+19% +$337K 0.01% 454
2020
Q1 		$1.54M Hold
41,390
– – 0.01% 505
2019
Q4 		$1.74M Sell
41,390
-550
-1% -$21.9K 0.01% 563
2019
Q3 		$1.61M Buy
41,940
+70
+0.2% +$2.72K 0.01% 566
2019
Q2 		$1.61M Sell
41,870
-2,290
-5% -$85.6K 0.01% 565
2019
Q1 		$1.61M Buy
44,160
+36,350
+465% +$1.26M 0.01% 543
2018
Q4 		$248K Sell
7,810
-440
-5% -$14.9K ﹤0.01% 1347
2018
Q3 		$307K Buy
8,250
+280
+4% +$10.1K ﹤0.01% 1381
2018
Q2 		$278K Sell
7,970
-200
-2% -$6.8K ﹤0.01% 1417
2018
Q1 		$268K Sell
8,170
-2,050
-20% -$68.1K ﹤0.01% 1410
2017
Q4 		$320K Buy
10,220
+2,875
+39% +$87.7K ﹤0.01% 1327
2017
Q3 		$215K Sell
7,345
-1,090
-13% -$31.4K ﹤0.01% 1558
2017
Q2 		$235K Buy
8,435
+1,230
+17% +$33.8K ﹤0.01% 1426
2017
Q1 		$190K Sell
7,205
-575
-7% -$14.8K ﹤0.01% 1523
2016
Q4 		$188K Hold
7,780
– – ﹤0.01% 1441
2016
Q3 		$190K Buy
7,780
+1,315
+20% +$32K ﹤0.01% 1427
2016
Q2 		$151K Sell
6,465
-1,165
-15% -$27.5K ﹤0.01% 1414
2016
Q1 		$180K Hold
7,630
– – ﹤0.01% 1267
2015
Q4 		$184K Sell
7,630
-2,815
-27% -$68.2K ﹤0.01% 1249
2015
Q3 		$234K Buy
+10,445
New +$248K ﹤0.01% 1107
2015
Q2 		– Sell
-15,075
Closed -$356K – 2000
2015
Q1 		$356K Sell
15,075
-2,875
-16% -$67K ﹤0.01% 906
2014
Q4 		$406K Sell
17,950
-6,475
-27% -$143K ﹤0.01% 778
2014
Q3 		$532K Sell
24,425
-4,320
-15% -$93.7K 0.01% 629
2014
Q2 		$613K Sell
28,745
-8,915
-24% -$182K 0.01% 564
2014
Q1 		$750K Buy
37,660
+2,650
+8% +$53K 0.01% 466
2013
Q4 		$698K Buy
35,010
+350
+1% +$6.64K 0.01% 416
2013
Q3 		$622K Sell
34,660
-12,335
-26% -$216K 0.01% 383
2013
Q2 		$772K Buy
+46,995
New +$784K 0.02% 289

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

Creative Planning's ILCG Position: Q1 2026 in Review

Creative Planning increased its iShares Morningstar Growth ETF (ILCG) stake by 4.1% in Q1 2026, buying an estimated $167K and bringing the position to 41,411 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Creative Planning first reported a position in ILCG in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.86M in Q3 2024. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

  • Creative Planning held 41,411 shares of iShares Morningstar Growth ETF worth $3.95M as of Q1 2026.
  • Creative Planning bought 1,648 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $167K.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1369 holding.
  • Creative Planning first reported a position in iShares Morningstar Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's iShares Morningstar Growth ETF position peaked at $4.86M in Q3 2024.
  • 326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.