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FNY Investment Advisers’s iShares Morningstar Growth ETF ILCG Stock Holding History

FNY Investment Advisers’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
-200
Closed -$11K – 588
2023
Q3 		$11K Buy
+200
New +$12.4K 0.01% 373

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

FNY Investment Advisers's ILCG Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2023, closing a stake of 200 shares — an estimated $11K sold.

FNY Investment Advisers first reported a position in ILCG in Q3 2023 and held it in 1 quarter. The position peaked at $11K in Q3 2023. 234 funds tracked by Wall St. Rank hold ILCG as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares Morningstar Growth ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 200 iShares Morningstar Growth ETF shares in Q4 2023, an estimated $11K.
  • FNY Investment Advisers first reported a position in iShares Morningstar Growth ETF in Q3 2023 and held it in 1 quarter.
  • FNY Investment Advisers's iShares Morningstar Growth ETF position peaked at $11K in Q3 2023.
  • 234 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.