Platt Investment Counsel’s iShares Morningstar Growth ETF ILCG Stock Holding History

Platt Investment Counsel’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	$293K	Sell	2,507 -131	-5%	-$15.1K	0.2%	14
2026 Q2	$309K	Hold	2,638	–	–	0.21%	14
2026 Q1	$252K	Sell	2,638 -362	-12%	-$36.8K	0.19%	11
2025 Q4	$312K	Hold	3,000	–	–	0.23%	10
2025 Q3	$313K	Hold	3,000	–	–	0.25%	10
2025 Q2	$291K	Sell	3,000 -276	-8%	-$24K	0.28%	7
2025 Q1	$265K	Sell	3,276 -364	-10%	-$32.3K	0.26%	9
2024 Q4	$326K	Sell	3,640 -60	-2%	-$5.31K	0.31%	10
2024 Q3	$311K	Sell	3,700 -1,092	-23%	-$88.5K	0.28%	10
2024 Q2	$390K	Sell	4,792 -683	-12%	-$52.3K	0.38%	8
2024 Q1	$413K	Hold	5,475	–	–	0.39%	8
2023 Q4	$371K	Hold	5,475	–	–	0.38%	8
2023 Q3	$327K	Sell	5,475 -400	-7%	-$24.9K	0.39%	7
2023 Q2	$366K	Sell	5,875 -500	-8%	-$28.7K	0.42%	7
2023 Q1	$353K	Hold	6,375	–	–	0.47%	8
2022 Q4	$310K	Hold	6,375	–	–	0.44%	7
2022 Q3	$308K	Sell	6,375 -500	-7%	-$27K	0.45%	11
2022 Q2	$344K	Sell	6,875 -6,245	-48%	-$346K	0.47%	10
2022 Q1	$853K	Sell	13,120 -125	-0.9%	-$7.98K	0.79%	8
2021 Q4	$951K	Hold	13,245	–	–	0.81%	9
2021 Q3	$868K	Sell	13,245 -1,305	-9%	-$88.1K	0.77%	10
2021 Q2	$942K	Sell	14,550 -825	-5%	-$50.6K	0.81%	11
2021 Q1	$887K	Hold	15,375	–	–	0.79%	11
2020 Q4	$891K	Buy	+15,375	New	+$853K	0.84%	11

Other funds holding ILCG

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Platt Investment Counsel's ILCG Position: Q3 2026 in Review

Platt Investment Counsel reduced its iShares Morningstar Growth ETF (ILCG) stake by 5% in Q3 2026, selling an estimated $15.1K and leaving 2,507 shares worth $293K. The position accounts for 0.2% of the portfolio, ranked #14.

Platt Investment Counsel first reported a position in ILCG in Q4 2020 and has held it in 24 quarters since. The position peaked at $951K in Q4 2021. 15 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

Platt Investment Counsel held 2,507 shares of iShares Morningstar Growth ETF worth $293K as of Q3 2026.
Platt Investment Counsel sold 131 iShares Morningstar Growth ETF shares in Q3 2026, an estimated $15.1K.
iShares Morningstar Growth ETF made up 0.2% of Platt Investment Counsel's portfolio in Q3 2026, its #14 holding.
Platt Investment Counsel first reported a position in iShares Morningstar Growth ETF in Q4 2020 and has held it in 24 quarters since.
Platt Investment Counsel's iShares Morningstar Growth ETF position peaked at $951K in Q4 2021.
15 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Platt Investment Counsel's 13F filing for Q3 2026, filed 7 Oct 2026.