Clear Creek Financial Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Clear Creek Financial 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
2024 Q1	–	Sell	-9,134	Closed	-$619K	–	424
2023 Q4	$619K	Sell	9,134 -487	-5%	-$30.8K	0.1%	169
2023 Q3	$575K	Sell	9,621 -269	-3%	-$16.7K	0.1%	154
2023 Q2	$617K	Sell	9,890 -15	-0.2%	-$862	0.11%	154
2023 Q1	$548K	Sell	9,905 -3,911	-28%	-$205K	0.1%	149
2022 Q4	$673K	Buy	+13,816	New	+$691K	0.15%	127

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

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

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return

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

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Clear Creek Financial Management's ILCG Position: Q1 2024 in Review

Clear Creek Financial Management sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2024, closing a stake of 9,134 shares — an estimated $619K sold.

Clear Creek Financial Management first reported a position in ILCG in Q4 2022 and held it in 5 quarters. The position peaked at $673K in Q4 2022. 252 funds tracked by Wall St. Rank hold ILCG as of Q1 2024.

Clear Creek Financial Management reported no remaining iShares Morningstar Growth ETF position as of Q1 2024 after selling out during the quarter.
Clear Creek Financial Management sold 9,134 iShares Morningstar Growth ETF shares in Q1 2024, an estimated $619K.
Clear Creek Financial Management first reported a position in iShares Morningstar Growth ETF in Q4 2022 and held it in 5 quarters.
Clear Creek Financial Management's iShares Morningstar Growth ETF position peaked at $673K in Q4 2022.
252 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2024.

Based on Clear Creek Financial Management's 13F filing for Q1 2024, filed 26 Apr 2024.