B, B, H, & B Inc’s iShares Morningstar Growth ETF ILCG Stock Holding History

B, B, H, & B Inc’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
2021 Q1	–	Sell	-5	Closed	–	–	77
2020 Q4	$0	Buy	+5	New	+$277	﹤0.01%	140

Other funds holding ILCG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B, B, H, & B Inc's ILCG Position: Q1 2021 in Review

B, B, H, & B Inc sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2021, closing a stake of 5 shares.

B, B, H, & B Inc first reported a position in ILCG in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 178 funds tracked by Wall St. Rank hold ILCG as of Q1 2021.

B, B, H, & B Inc reported no remaining iShares Morningstar Growth ETF position as of Q1 2021 after selling out during the quarter.
B, B, H, & B Inc sold 5 iShares Morningstar Growth ETF shares in Q1 2021.
B, B, H, & B Inc first reported a position in iShares Morningstar Growth ETF in Q4 2020 and held it in 1 quarter.
B, B, H, & B Inc's iShares Morningstar Growth ETF position peaked at $0 in Q4 2020.
178 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2021.

Based on B, B, H, & B Inc's 13F filing for Q1 2021, filed 11 May 2021.