GI
ILCG icon

Gradient Investments’s iShares Morningstar Growth ETF ILCG Stock Holding History

Gradient Investments’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
2022
Q4 		– Sell
-596
Closed -$29K – 1570
2022
Q3 		$29K Buy
+596
New +$32.2K ﹤0.01% 591
2020
Q3 		– Sell
-35
Closed -$2K – 1174
2020
Q2 		$2K Buy
+35
New +$1.52K ﹤0.01% 889

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
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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Gradient Investments's ILCG Position: Q4 2022 in Review

Gradient Investments sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2022, closing a stake of 596 shares — an estimated $29K sold.

Gradient Investments first reported a position in ILCG in Q2 2020 and held it in 2 quarters. The position peaked at $29K in Q3 2022. 197 funds tracked by Wall St. Rank hold ILCG as of Q4 2022.

  • Gradient Investments reported no remaining iShares Morningstar Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 596 iShares Morningstar Growth ETF shares in Q4 2022, an estimated $29K.
  • Gradient Investments first reported a position in iShares Morningstar Growth ETF in Q2 2020 and held it in 2 quarters.
  • Gradient Investments's iShares Morningstar Growth ETF position peaked at $29K in Q3 2022.
  • 197 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.