iShares Morningstar Growth ETF (ILCG)
Assetmark Inc. Has $2.39 Million Stock Holdings in iShares Morningstar Growth ETF $ILCG
Assetmark Inc. boosted its stake in shares of iShares Morningstar Growth ETF (NYSEARCA:ILCG) by 43.5% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 22,995 shares of the company's stock after buying an additional 6,967 shares during the period.
Farther Finance Advisors LLC Purchases 71,870 Shares of iShares Morningstar Growth ETF $ILCG
Farther Finance Advisors LLC boosted its position in shares of iShares Morningstar Growth ETF (NYSEARCA:ILCG) by 949.7% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 79,438 shares of the company's stock after acquiring an additional 71,870 shares during
Focus Financial Network Inc. Trims Holdings in iShares Morningstar Growth ETF $ILCG
Focus Financial Network Inc. decreased its position in shares of iShares Morningstar Growth ETF (NYSEARCA:ILCG) by 24.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 26,329 shares of the company's stock after selling 8,331 shares during the quarter. Focus
JPMorgan Chase & Co. Increases Stock Position in iShares Morningstar Growth ETF $ILCG
JPMorgan Chase and Co. grew its holdings in shares of iShares Morningstar Growth ETF (NYSEARCA:ILCG) by 22.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 376,531 shares of the company's stock after buying an additional 69,279 shares
Clearstead Trust LLC Reduces Stake in iShares Morningstar Growth ETF $ILCG
Clearstead Trust LLC decreased its holdings in shares of iShares Morningstar Growth ETF (NYSEARCA:ILCG) by 1.3% during the third quarter, according to its most recent filing with the SEC. The firm owned 487,160 shares of the company's stock after selling 6,425 shares during the period. iShares Morningstar Growth ETF accounts for about
Assetmark Inc. Acquires 6,068 Shares of iShares Morningstar Growth ETF $ILCG
Assetmark Inc. grew its holdings in iShares Morningstar Growth ETF (NYSEARCA:ILCG) by 60.9% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,028 shares of the company's stock after acquiring an additional 6,068 shares during the quarter. Assetmark Inc. owned 0.05% of
Drake & Associates LLC Invests $651,000 in iShares Morningstar Growth ETF $ILCG
Drake and Associates LLC bought a new stake in iShares Morningstar Growth ETF (NYSEARCA:ILCG) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,152 shares of the company's stock, valued at approximately $651,000. Other institutional investors have also modified their
iShares Morningstar Growth ETF $ILCG Shares Acquired by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. increased its holdings in iShares Morningstar Growth ETF (NYSEARCA:ILCG) by 17.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 356,945 shares of the company's stock after purchasing an additional 52,684 shares during
ILCG: A Possible Race To The Bottom With Datacenter Overbuild Risks
The iShares Morningstar Growth ETF offers efficient, low-cost exposure to US large-cap growth, heavily weighted toward megacap tech and AI leaders. ILCG's 40x P/E reflects high expectations amid massive CAPEX in AI infrastructure, raising concerns over eventual ROI on these investments and valuation risk. An extraordinary $650 billion cumulative CAPEX by top tech firms poses significant downside risk if AI investments underperform or efficiency gains reduce hardware demand.
Osaic Holdings Inc. Has $10.39 Million Holdings in iShares Morningstar Growth ETF $ILCG
Osaic Holdings Inc. decreased its stake in shares of iShares Morningstar Growth ETF (NYSEARCA:ILCG) by 13.3% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 107,243 shares of the company's stock after selling 16,401 shares during the quarter. Osaic
Hershey Financial Advisers LLC Acquires New Stake in iShares Morningstar Growth ETF $ILCG
Hershey Financial Advisers LLC bought a new stake in shares of iShares Morningstar Growth ETF (NYSEARCA:ILCG) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 36,986 shares of the company's stock, valued at approximately $3,584,000. iShares Morningstar Growth ETF accounts for
ILCG: Good But Not A Great Alternative To SCHG
iShares Morningstar Growth ETF is a passively managed vehicle with a growth factor-centered strategy. NVDA-heavy ILCG is a decent competitor to SCHG owing to its ultra-low expense ratio of 0.04%, strong liquidity, and robust factor exposures. However, from April 2021 to September 2025, ILCG has underperformed SCHG and QQQ, capturing 116% of IVV's downside, which is a disappointing result.
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.
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.
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: 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.
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.
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: 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.