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Advisory Alpha’s iShares Morningstar Growth ETF ILCG Stock Holding History

Advisory Alpha’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
2022
Q1 		– Sell
-8,168
Closed -$587K – 281
2021
Q4 		$587K Buy
+8,168
New +$574K 0.03% 161

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha's ILCG Position: Q1 2022 in Review

Advisory Alpha sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2022, closing a stake of 8,168 shares — an estimated $587K sold.

Advisory Alpha first reported a position in ILCG in Q4 2021 and held it in 1 quarter. The position peaked at $587K in Q4 2021. 203 funds tracked by Wall St. Rank hold ILCG as of Q1 2022.

  • Advisory Alpha reported no remaining iShares Morningstar Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Advisory Alpha sold 8,168 iShares Morningstar Growth ETF shares in Q1 2022, an estimated $587K.
  • Advisory Alpha first reported a position in iShares Morningstar Growth ETF in Q4 2021 and held it in 1 quarter.
  • Advisory Alpha's iShares Morningstar Growth ETF position peaked at $587K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2022.

Based on Advisory Alpha's 13F filing for Q1 2022, filed 2 May 2022.