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Advisornet Financial’s iShares Morningstar Growth ETF ILCG Stock Holding History

Advisornet Financial’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
2023
Q3 		– Sell
-550
Closed -$34.3K – 2349
2023
Q2 		$34.3K Hold
550
– – ﹤0.01% 917
2023
Q1 		$30.4K Hold
550
– – ﹤0.01% 938
2022
Q4 		$26.8K Hold
550
– – ﹤0.01% 967
2022
Q3 		$27K Hold
550
– – ﹤0.01% 1014
2022
Q2 		$28K Buy
+550
New +$30.5K ﹤0.01% 1026
2018
Q1 		– Sell
-2,050
Closed -$64K – 1429
2017
Q4 		$64K Buy
+2,050
New +$62.5K 0.01% 587

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisornet Financial's ILCG Position: Q3 2023 in Review

Advisornet Financial sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2023, closing a stake of 550 shares — an estimated $34.3K sold.

Advisornet Financial first reported a position in ILCG in Q4 2017 and held it in 6 quarters. The position peaked at $64K in Q4 2017. 214 funds tracked by Wall St. Rank hold ILCG as of Q3 2023.

  • Advisornet Financial reported no remaining iShares Morningstar Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Advisornet Financial sold 550 iShares Morningstar Growth ETF shares in Q3 2023, an estimated $34.3K.
  • Advisornet Financial first reported a position in iShares Morningstar Growth ETF in Q4 2017 and held it in 6 quarters.
  • Advisornet Financial's iShares Morningstar Growth ETF position peaked at $64K in Q4 2017.
  • 214 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.