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Guidant Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Guidant Wealth 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
2019
Q3 		$551K Hold
14,385
– – 0.2% 67
2019
Q2 		$552K Hold
14,385
– – 0.21% 71
2019
Q1 		$526K Buy
14,385
+1,870
+15% +$65.1K 0.2% 73
2018
Q4 		$396K Buy
+12,515
New +$423K 0.18% 69

Other funds holding ILCG

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guidant Wealth Advisors's ILCG Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q3 2019 at 14,385 shares worth $551K. The position accounts for 0.2% of the portfolio, ranked #67.

Guidant Wealth Advisors first reported a position in ILCG in Q4 2018 and has held it in 4 quarters since. The position peaked at $552K in Q2 2019. 128 funds tracked by Wall St. Rank hold ILCG as of Q3 2019.

  • Guidant Wealth Advisors held 14,385 shares of iShares Morningstar Growth ETF worth $551K as of Q3 2019.
  • Guidant Wealth Advisors left its iShares Morningstar Growth ETF share count unchanged in Q3 2019.
  • iShares Morningstar Growth ETF made up 0.2% of Guidant Wealth Advisors's portfolio in Q3 2019, its #67 holding.
  • Guidant Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2018 and has held it in 4 quarters since.
  • Guidant Wealth Advisors's iShares Morningstar Growth ETF position peaked at $552K in Q2 2019.
  • 128 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.