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Cedar Brook Financial Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-7,218
Closed -$545K – 204
2024
Q1 		$545K Sell
7,218
-32
-0.4% -$2.31K 0.11% 197
2023
Q4 		$494K Buy
7,250
+92
+1% +$5.82K 0.11% 193
2023
Q3 		$427K Hold
7,158
– – 0.11% 190
2023
Q2 		$446K Buy
7,158
+10
+0.1% +$575 0.11% 201
2023
Q1 		$396K Buy
7,148
+15
+0.2% +$786 0.1% 216
2022
Q4 		$347K Buy
7,133
+33
+0.5% +$1.65K 0.1% 232
2022
Q3 		$343K Hold
7,100
– – 0.11% 214
2022
Q2 		$356K Buy
7,100
+33
+0.5% +$1.83K 0.11% 210
2022
Q1 		$459K Sell
7,067
-108
-2% -$6.89K 0.12% 197
2021
Q4 		$515K Buy
7,175
+902
+14% +$63.4K 0.13% 180
2021
Q3 		$411K Sell
6,273
-830
-12% -$56K 0.12% 196
2021
Q2 		$460K Buy
7,103
+838
+13% +$51.4K 0.13% 188
2021
Q1 		$362K Buy
6,265
+1,300
+26% +$76.1K 0.13% 191
2020
Q4 		$288K Buy
+4,965
New +$275K 0.1% 222

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 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

Cedar Brook Financial Partners's ILCG Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2024, closing a stake of 7,218 shares — an estimated $545K sold.

Cedar Brook Financial Partners first reported a position in ILCG in Q4 2020 and held it in 14 quarters. The position peaked at $545K in Q1 2024. 254 funds tracked by Wall St. Rank hold ILCG as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Morningstar Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 7,218 iShares Morningstar Growth ETF shares in Q2 2024, an estimated $545K.
  • Cedar Brook Financial Partners first reported a position in iShares Morningstar Growth ETF in Q4 2020 and held it in 14 quarters.
  • Cedar Brook Financial Partners's iShares Morningstar Growth ETF position peaked at $545K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.