FundX Investment Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

FundX Investment Group’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
2021 Q4	$4.92M	Hold	68,480	–	–	1.2%	16
2021 Q3	$4.49M	Sell	68,480 -1,307	-2%	-$88.2K	2.12%	12
2021 Q2	$3.83K	Sell	69,787 -93,538	-57%	-$5.74M	0.4%	14
2021 Q1	$9.42M	Sell	163,325 -4,295	-3%	-$251K	5.32%	7
2020 Q4	$9.72M	Sell	167,620 -5,990	-3%	-$332K	4.06%	6
2020 Q3	$9.29M	Buy	173,610 +3,200	+2%	+$165K	3.57%	9
2020 Q2	$7.99M	Buy	+170,410	New	+$7.41M	3.38%	13

Other funds holding ILCG

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FundX Investment Group's ILCG Position: Q4 2021 in Review

FundX Investment Group held its iShares Morningstar Growth ETF (ILCG) position steady in Q4 2021 at 68,480 shares worth $4.92M. The position accounts for 1.2% of the portfolio, ranked #16.

FundX Investment Group first reported a position in ILCG in Q2 2020 and has held it in 7 quarters since. The position peaked at $9.72M in Q4 2020. 206 funds tracked by Wall St. Rank hold ILCG as of Q4 2021.

FundX Investment Group held 68,480 shares of iShares Morningstar Growth ETF worth $4.92M as of Q4 2021.
FundX Investment Group left its iShares Morningstar Growth ETF share count unchanged in Q4 2021.
iShares Morningstar Growth ETF made up 1.2% of FundX Investment Group's portfolio in Q4 2021, its #16 holding.
FundX Investment Group first reported a position in iShares Morningstar Growth ETF in Q2 2020 and has held it in 7 quarters since.
FundX Investment Group's iShares Morningstar Growth ETF position peaked at $9.72M in Q4 2020.
206 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.