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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Platt Investment Counsel's ILCG Position: Q2 2026 in Review

Platt Investment Counsel held its iShares Morningstar Growth ETF (ILCG) position steady in Q2 2026 at 2,638 shares worth $309K. The position accounts for 0.21% of the portfolio, ranked #14.

Platt Investment Counsel first reported a position in ILCG in Q4 2020 and has held it in 23 quarters since. The position peaked at $951K in Q4 2021. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Platt Investment Counsel held 2,638 shares of iShares Morningstar Growth ETF worth $309K as of Q2 2026.
Platt Investment Counsel left its iShares Morningstar Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Growth ETF made up 0.21% of Platt Investment Counsel's portfolio in Q2 2026, its #14 holding.
Platt Investment Counsel first reported a position in iShares Morningstar Growth ETF in Q4 2020 and has held it in 23 quarters since.
Platt Investment Counsel's iShares Morningstar Growth ETF position peaked at $951K in Q4 2021.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Platt Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.