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Coppell Advisory Solutions’s iShares Morningstar Growth ETF ILCG Stock Holding History

Coppell Advisory Solutions’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
-30
Closed -$2.71K – 1066
2024
Q4 		$2.71K Hold
30
– – ﹤0.01% 1481
2024
Q3 		$2.51K Hold
30
– – ﹤0.01% 1403
2024
Q2 		$2.44K Buy
+30
New +$2.3K ﹤0.01% 1353
2023
Q4 		$2.04K Buy
+30
New +$1.9K ﹤0.01% 1290

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

Coppell Advisory Solutions's ILCG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2025, closing a stake of 30 shares — an estimated $2.71K sold.

Coppell Advisory Solutions first reported a position in ILCG in Q4 2023 and held it in 4 quarters. The position peaked at $2.71K in Q4 2024. 272 funds tracked by Wall St. Rank hold ILCG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 30 iShares Morningstar Growth ETF shares in Q1 2025, an estimated $2.71K.
  • Coppell Advisory Solutions first reported a position in iShares Morningstar Growth ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's iShares Morningstar Growth ETF position peaked at $2.71K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.