Sensible Money’s iShares Morningstar Growth ETF ILCG Stock Holding History

Sensible Money’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	$265K	Buy	+2,267	New	+$261K	0.07%	83

Other funds holding ILCG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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 St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Sensible Money's ILCG Position: Q3 2026 in Review

Sensible Money opened a new position in iShares Morningstar Growth ETF (ILCG) in Q3 2026: 2,267 shares worth $265K. The stake represents 0.07% of the portfolio and ranks #83 among its holdings.

310 funds tracked by Wall St. Rank hold ILCG as of Q3 2026.

Sensible Money held 2,267 shares of iShares Morningstar Growth ETF worth $265K as of Q3 2026.
iShares Morningstar Growth ETF was a new Sensible Money position in Q3 2026.
iShares Morningstar Growth ETF made up 0.07% of Sensible Money's portfolio in Q3 2026, its #83 holding.
310 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.