FLI
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Family Legacy Inc’s iShares Morningstar Growth ETF ILCG Stock Holding History

Family Legacy Inc’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
Q4 		– Sell
-2,606
Closed -$219K – 123
2024
Q3 		$219K Hold
2,606
– – 0.07% 120
2024
Q2 		$212K Buy
+2,606
New +$199K 0.08% 120

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FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Bank of America
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CT
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
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Family Legacy Inc's ILCG Position: Q4 2024 in Review

Family Legacy Inc sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2024, closing a stake of 2,606 shares — an estimated $219K sold.

Family Legacy Inc first reported a position in ILCG in Q2 2024 and held it in 2 quarters. The position peaked at $219K in Q3 2024. 284 funds tracked by Wall St. Rank hold ILCG as of Q4 2024.

  • Family Legacy Inc reported no remaining iShares Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Family Legacy Inc sold 2,606 iShares Morningstar Growth ETF shares in Q4 2024, an estimated $219K.
  • Family Legacy Inc first reported a position in iShares Morningstar Growth ETF in Q2 2024 and held it in 2 quarters.
  • Family Legacy Inc's iShares Morningstar Growth ETF position peaked at $219K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2024.

Based on Family Legacy Inc's 13F filing for Q4 2024, filed 12 Feb 2025.