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Retirement Planning Group (Kansas)’s iShares Morningstar Growth ETF ILCG Stock Holding History

Retirement Planning Group (Kansas)’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 		$4.89M Sell
41,748
-90
-0.2% -$10.1K 0.12% 82
2026
Q1 		$3.99M Hold
41,838
– – 0.12% 75
2025
Q4 		$4.35M Sell
41,838
-97
-0.2% -$10.1K 0.14% 66
2025
Q3 		$4.37M Buy
41,935
+282
+0.7% +$28.3K 0.15% 61
2025
Q2 		$4.04M Buy
41,653
+4,243
+11% +$368K 0.17% 49
2025
Q1 		$3.03M Hold
37,410
– – 0.14% 60
2024
Q4 		$3.35M Hold
37,410
– – 0.17% 52
2024
Q3 		$3.14M Hold
37,410
– – 0.17% 62
2024
Q2 		$3.05M Sell
37,410
-13,207
-26% -$1.01M 0.19% 51
2024
Q1 		$3.82M Hold
50,617
– – 0.29% 42
2023
Q4 		$3.43M Sell
50,617
-3,582
-7% -$227K 0.31% 35
2023
Q3 		$3.23M Buy
54,199
+69
+0.1% +$4.29K 0.34% 30
2023
Q2 		$3.37M Hold
54,130
– – 0.34% 29
2023
Q1 		$3M Sell
54,130
-1,844
-3% -$96.6K 0.32% 30
2022
Q4 		$2.72M Buy
+55,974
New +$2.8M 0.31% 31

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

Retirement Planning Group (Kansas)'s ILCG Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Morningstar Growth ETF (ILCG) stake by 0.22% in Q2 2026, selling an estimated $10.1K and leaving 41,748 shares worth $4.89M. The position accounts for 0.12% of the portfolio, ranked #82.

Retirement Planning Group (Kansas) first reported a position in ILCG in Q4 2022 and has held it in 15 quarters since. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • Retirement Planning Group (Kansas) held 41,748 shares of iShares Morningstar Growth ETF worth $4.89M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 90 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $10.1K.
  • iShares Morningstar Growth ETF made up 0.12% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #82 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.