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

Birchcreek 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
2021
Q1 		– Sell
-2,550
Closed -$147K – 194
2020
Q4 		$147K Buy
+2,550
New +$141K 0.14% 119

Other funds holding ILCG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Birchcreek Wealth Management's ILCG Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2021, closing a stake of 2,550 shares — an estimated $147K sold.

Birchcreek Wealth Management first reported a position in ILCG in Q4 2020 and held it in 1 quarter. The position peaked at $147K in Q4 2020. 178 funds tracked by Wall St. Rank hold ILCG as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 2,550 iShares Morningstar Growth ETF shares in Q1 2021, an estimated $147K.
  • Birchcreek Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's iShares Morningstar Growth ETF position peaked at $147K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.