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

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 22.9% 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

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.

351 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.
351 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.