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Freedom Investment Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Freedom Investment 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
2025
Q1 		– Sell
-47,934
Closed -$4.29M – 774
2024
Q4 		$4.29M Buy
+47,934
New +$4.24M 0.36% 52
2024
Q2 		– Sell
-19,476
Closed -$1.47M – 829
2024
Q1 		$1.47M Buy
19,476
+2,791
+17% +$201K 0.12% 163
2023
Q4 		$1.13M Buy
+16,685
New +$1.06M 0.09% 207
2023
Q3 		– Sell
-11,775
Closed -$734K – 717
2023
Q2 		$734K Buy
11,775
+8,148
+225% +$468K 0.08% 308
2023
Q1 		$201K Buy
+3,627
New +$190K 0.02% 660

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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 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

Freedom Investment Management's ILCG Position: Q1 2025 in Review

Freedom Investment Management sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2025, closing a stake of 47,934 shares — an estimated $4.29M sold.

Freedom Investment Management first reported a position in ILCG in Q1 2023 and held it in 5 quarters. The position peaked at $4.29M in Q4 2024. 272 funds tracked by Wall St. Rank hold ILCG as of Q1 2025.

  • Freedom Investment Management reported no remaining iShares Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Freedom Investment Management sold 47,934 iShares Morningstar Growth ETF shares in Q1 2025, an estimated $4.29M.
  • Freedom Investment Management first reported a position in iShares Morningstar Growth ETF in Q1 2023 and held it in 5 quarters.
  • Freedom Investment Management's iShares Morningstar Growth ETF position peaked at $4.29M in Q4 2024.
  • 272 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.