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BFC Planning, Inc.’s iShares Morningstar Growth ETF ILCG Stock Holding History

BFC Planning, Inc.’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 		$182K Buy
1,558
+1,158
+290% +$133K 0.01% 969
2026
Q2 		$46.9K Buy
400
+114
+40% +$12.7K ﹤0.01% 1583
2026
Q1 		$27.3K Buy
286
+90
+46% +$9.14K ﹤0.01% 1575
2025
Q4 		$20.4K Buy
196
+23
+13% +$2.4K ﹤0.01% 1748
2025
Q3 		$18.1K Sell
173
-4
-2% -$402 ﹤0.01% 1623
2025
Q2 		$17.2K Buy
+177
New +$15.4K ﹤0.01% 1561
2025
Q1 		– Sell
-179
Closed -$16K – 2702
2024
Q4 		$16K Buy
+179
New +$15.8K ﹤0.01% 1552

Other funds holding ILCG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clearstead Trust
Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BFC Planning, Inc.'s ILCG Position: Q3 2026 in Review

BFC Planning, Inc. increased its iShares Morningstar Growth ETF (ILCG) stake by 290% in Q3 2026, buying an estimated $133K and bringing the position to 1,558 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #969.

BFC Planning, Inc. first reported a position in ILCG in Q4 2024 and has held it in 7 quarters since. 291 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

  • BFC Planning, Inc. held 1,558 shares of iShares Morningstar Growth ETF worth $182K as of Q3 2026.
  • BFC Planning, Inc. bought 1,158 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $133K.
  • iShares Morningstar Growth ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #969 holding.
  • BFC Planning, Inc. first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.