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Castleview Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Castleview Partners’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
-283
Closed -$25.4K – 358
2024
Q4 		$25.4K Buy
+283
New +$25K 0.01% 436
2024
Q2 		– Sell
-41
Closed -$3.1K – 962
2024
Q1 		$3.1K Buy
41
+30
+273% +$2.16K ﹤0.01% 701
2023
Q4 		$746 Buy
+11
New +$696 ﹤0.01% 787
2023
Q3 		– Sell
-10
Closed -$623 – 714
2023
Q2 		$623 Buy
+10
New +$575 ﹤0.01% 659

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Castleview Partners's ILCG Position: Q1 2025 in Review

Castleview Partners sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2025, closing a stake of 283 shares — an estimated $25.4K sold.

Castleview Partners first reported a position in ILCG in Q2 2023 and held it in 4 quarters. The position peaked at $25.4K in Q4 2024. 272 funds tracked by Wall St. Rank hold ILCG as of Q1 2025.

  • Castleview Partners reported no remaining iShares Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 283 iShares Morningstar Growth ETF shares in Q1 2025, an estimated $25.4K.
  • Castleview Partners first reported a position in iShares Morningstar Growth ETF in Q2 2023 and held it in 4 quarters.
  • Castleview Partners's iShares Morningstar Growth ETF position peaked at $25.4K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.