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Foundations Investment Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Foundations Investment Advisors’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
Q3 		– Sell
-3,921
Closed -$244K – 656
2023
Q2 		$244K Buy
+3,921
New +$225K 0.01% 509

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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Foundations Investment Advisors's ILCG Position: Q3 2023 in Review

Foundations Investment Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2023, closing a stake of 3,921 shares — an estimated $244K sold.

Foundations Investment Advisors first reported a position in ILCG in Q2 2023 and held it in 1 quarter. The position peaked at $244K in Q2 2023. 214 funds tracked by Wall St. Rank hold ILCG as of Q3 2023.

  • Foundations Investment Advisors reported no remaining iShares Morningstar Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,921 iShares Morningstar Growth ETF shares in Q3 2023, an estimated $244K.
  • Foundations Investment Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's iShares Morningstar Growth ETF position peaked at $244K in Q2 2023.
  • 214 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2023.

Based on Foundations Investment Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.