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Flaharty Asset Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Flaharty Asset 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
2023
Q4 		– Sell
-250
Closed -$14.9K – 264
2023
Q3 		$14.9K Buy
+250
New +$15.5K ﹤0.01% 281

Other funds holding ILCG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Flaharty Asset Management's ILCG Position: Q4 2023 in Review

Flaharty Asset Management sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2023, closing a stake of 250 shares — an estimated $14.9K sold.

Flaharty Asset Management first reported a position in ILCG in Q3 2023 and held it in 1 quarter. The position peaked at $14.9K in Q3 2023. 234 funds tracked by Wall St. Rank hold ILCG as of Q4 2023.

  • Flaharty Asset Management reported no remaining iShares Morningstar Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Flaharty Asset Management sold 250 iShares Morningstar Growth ETF shares in Q4 2023, an estimated $14.9K.
  • Flaharty Asset Management first reported a position in iShares Morningstar Growth ETF in Q3 2023 and held it in 1 quarter.
  • Flaharty Asset Management's iShares Morningstar Growth ETF position peaked at $14.9K in Q3 2023.
  • 234 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2023.

Based on Flaharty Asset Management's 13F filing for Q4 2023, filed 5 Feb 2024.