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WealthPlan Investment Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

WealthPlan Investment Management’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 		$230K Buy
+1,962
New +$219K 0.01% 439

Other funds holding ILCG

MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
AWMNH
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $319M AUM 17.85% 1-Year Est. Return

WealthPlan Investment Management's ILCG Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2026: 1,962 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #439 among its holdings.

136 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

  • WealthPlan Investment Management held 1,962 shares of iShares Morningstar Growth ETF worth $230K as of Q2 2026.
  • iShares Morningstar Growth ETF was a new WealthPlan Investment Management position in Q2 2026.
  • iShares Morningstar Growth ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #439 holding.
  • 136 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.