iShares Morningstar Growth ETF

ILCG

Market cap $3.03B

Overview Fund Activity

103.37 USD

+0.72

0.7%

At close Updated Sep 18, 4:00 PM EDT

1 day

0.7%

5 days

0.68%

1 month

2.09%

3 months

11.51%

6 months

26.48%

Year to date

15.34%

1 year

26.48%

5 years

100.21%

10 years

344.98%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

215% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 13

63% more funds holding in top 10

Funds holding in top 10: 8 [Q1] → 13 (+5) [Q2]

25% more capital invested

Capital invested by funds: $1.27B [Q1] → $1.59B (+$314M) [Q2]

10% more funds holding

Funds holding: 269 [Q1] → 296 (+27) [Q2]

1.27% more ownership

Funds ownership: 58.0% [Q1] → 59.26% (+1.27%) [Q2]

9% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 92

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Financial journalist opinion

ILCG: A Growth Bias Can Prove Reckless Now

ILCG offers cheap, efficient exposure to large-cap growth stocks, but current market greed and high valuations make growth bias risky now. The ETF is highly concentrated in tech, especially Nvidia and Microsoft, amplifying risk during market downturns and periods of volatility. Economic indicators suggest slower GDP growth, a cooling labor market, and persistent inflation, challenging the outlook for growth stocks.

ILCG: A Growth Bias Can Prove Reckless Now

24/7 Wall Street

3 Growth-Focused ETFs That Look Very Attractive Right Now

It's probably safe to say that most investors aren't buying exchange traded funds (ETFs) for the growth potential they can provide.

3 Growth-Focused ETFs That Look Very Attractive Right Now

ILCG: A Growth ETF Struggling To Keep Up With The Performance Of The Peer Group

The iShares Morningstar Growth ETF (ILCG) targets large and mid-cap U.S. growth stocks, with a strong bias toward technology and consumer sectors, led by Microsoft and NVIDIA. ILCG trades at a premium valuation, driven by high-growth, high-multiple stocks, but shows mixed profitability, trailing the Russell 1000 in EBITDA margin and ROE. While ILCG offers diversified growth exposure, its elevated volatility and lagging performance against top growth funds suggest a cautious approach for long-term outperformance.

ILCG: A Growth ETF Struggling To Keep Up With The Performance Of The Peer Group

ILCG: Growth Prospects Slightly Weaker Than Peers

ILCG owns a portfolio of mid-cap and large-cap growth stocks. The fund has the potential to continue to outperform the broader markets. However, it may underperform other growth funds due to its higher exposure to mid-cap stocks.

ILCG: Growth Prospects Slightly Weaker Than Peers

Zacks Investment Research

Fed Initiates Rate Cuts: Top-Ranked Growth ETFs to Buy

The Fed kicked off the new rate cycle era. Investors seeking to capitalize on this trend could invest in growth ETFs.

Fed Initiates Rate Cuts: Top-Ranked Growth ETFs to Buy

ILCG: Cautious On This Growth ETF

iShares Morningstar Growth ETF has outperformed the broader market in recent years due to growth stock bias. Economic uncertainties and high leverage levels create a mixed environment for stocks in the short term. ILCG's high valuation multiples and volatility may make it less attractive compared to peer group growth ETFs.

ILCG: Cautious On This Growth ETF

ILCG: Growth ETF Lagging Competitors

iShares Morningstar Growth ETF holds over 300 stocks with historical and forecasted growth characteristics. Like many growth funds, the ILCG ETF is overweight in technology and in a few mega-cap companies. ILCG has outperformed the S&P 500 since its inception in 2004 and shows attractive quality metrics.

ILCG ETF: Not Ideal

ILCG which focuses on large-cap-and-mid-cap stocks with growth characteristics has outperformed the benchmark by 700bps over the past year. Notwithstanding the recent performance, we don't feel ILCG is as competent a growth ETF as VUG, the largest offering in this space. The relative strength and standalone charts suggest that this is an overbought theme, and valuations are not cheap either.

ILCG: More Growth? In This Economy?

ILCG is poised to disappoint in the current high interest rate environment, driven in part by its overweight to expensive high growth Tech stocks, and a potential resurgence of Value. Active managers are better equipped to navigate the current environment relative to passive funds like ILCG. Growth-oriented investors should consider QQQ as an alternative, which has consistently outperformed ILCG with similar exposure and volatility.

Zacks Investment Research

Large-Cap Growth ETF (ILCG) Hits New 52-Week High

For investors seeking momentum, iShares Morningstar Growth ETF ILCG is probably on the radar. The fund just hit a 52-week high and is up 43% from its 52-week low of $50.37 per share.

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