Avior Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Avior Wealth 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
2025 Q1	–	Sell	-995	Closed	-$89.2K	–	1508
2024 Q4	$89.2K	Hold	995	–	–	﹤0.01%	939
2024 Q3	$83.6K	Hold	995	–	–	﹤0.01%	936
2024 Q2	$81K	Hold	995	–	–	﹤0.01%	930
2024 Q1	$75.1K	Hold	995	–	–	﹤0.01%	1072
2023 Q4	$67.5K	Hold	995	–	–	﹤0.01%	684
2023 Q3	$59.4K	Hold	995	–	–	﹤0.01%	730
2023 Q2	$62K	Hold	995	–	–	﹤0.01%	717
2023 Q1	$55.1K	Hold	995	–	–	﹤0.01%	747
2022 Q4	$48.4K	Hold	995	–	–	﹤0.01%	633
2022 Q3	$48K	Hold	995	–	–	﹤0.01%	613
2022 Q2	$49K	Hold	995	–	–	﹤0.01%	570
2022 Q1	$64K	Hold	995	–	–	0.01%	556
2021 Q4	$71K	Hold	995	–	–	0.01%	540
2021 Q3	$65K	Hold	995	–	–	0.01%	531
2021 Q2	$64K	Hold	995	–	–	0.01%	506
2021 Q1	$57K	Hold	995	–	–	0.01%	513
2020 Q4	$57K	Hold	995	–	–	0.01%	482
2020 Q3	$53K	Hold	995	–	–	0.01%	496
2020 Q2	$46K	Hold	995	–	–	0.01%	491
2020 Q1	$36K	Hold	995	–	–	0.01%	471
2019 Q4	$41K	Hold	995	–	–	0.01%	476
2019 Q3	$38K	Hold	995	–	–	0.01%	478
2019 Q2	$38K	Hold	995	–	–	0.01%	472
2019 Q1	$36K	Hold	995	–	–	0.01%	447
2018 Q4	$31K	Hold	995	–	–	0.01%	492
2018 Q3	$37K	Hold	995	–	–	0.01%	502
2018 Q2	$35K	Hold	995	–	–	0.01%	502
2018 Q1	$33K	Hold	995	–	–	0.01%	511
2017 Q4	$31K	Hold	995	–	–	0.01%	520
2017 Q3	$29K	Hold	995	–	–	0.01%	254
2017 Q2	$28K	Hold	995	–	–	0.01%	229
2017 Q1	$26K	Sell	995 -995	-50%	-$25.5K	0.01%	278
2016 Q4	$49K	Hold	1,990	–	–	0.02%	216
2016 Q3	$49K	Buy	+1,990	New	+$48.5K	0.02%	230

Other funds holding ILCG

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Avior Wealth Management's ILCG Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2025, closing a stake of 995 shares — an estimated $89.2K sold.

Avior Wealth Management first reported a position in ILCG in Q3 2016 and held it in 34 quarters. The position peaked at $89.2K in Q4 2024. 273 funds tracked by Wall St. Rank hold ILCG as of Q1 2025.

Avior Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 995 iShares Morningstar Growth ETF shares in Q1 2025, an estimated $89.2K.
Avior Wealth Management first reported a position in iShares Morningstar Growth ETF in Q3 2016 and held it in 34 quarters.
Avior Wealth Management's iShares Morningstar Growth ETF position peaked at $89.2K in Q4 2024.
273 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.