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CPR Investments’s iShares Morningstar Growth ETF ILCG Stock Holding History

CPR Investments’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
-2,761
Closed -$208K – 47
2024
Q1 		$208K Buy
+2,761
New +$199K 0.16% 45
2023
Q2 		– Sell
-4,172
Closed -$231K – 44
2023
Q1 		$231K Buy
+4,172
New +$219K 0.22% 32

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

CPR Investments's ILCG Position: Q2 2024 in Review

CPR Investments sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2024, closing a stake of 2,761 shares — an estimated $208K sold.

CPR Investments first reported a position in ILCG in Q1 2023 and held it in 2 quarters. The position peaked at $231K in Q1 2023. 254 funds tracked by Wall St. Rank hold ILCG as of Q2 2024.

  • CPR Investments reported no remaining iShares Morningstar Growth ETF position as of Q2 2024 after selling out during the quarter.
  • CPR Investments sold 2,761 iShares Morningstar Growth ETF shares in Q2 2024, an estimated $208K.
  • CPR Investments first reported a position in iShares Morningstar Growth ETF in Q1 2023 and held it in 2 quarters.
  • CPR Investments's iShares Morningstar Growth ETF position peaked at $231K in Q1 2023.
  • 254 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2024.

Based on CPR Investments's 13F filing for Q2 2024, filed 19 Jul 2024.