Gunderson Capital Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Gunderson Capital 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
2021 Q1	–	Sell	-3,455	Closed	-$200K	–	56
2020 Q4	$200K	Buy	+3,455	New	+$192K	0.13%	46
2020 Q1	–	Sell	-12,995	Closed	-$546K	–	41
2019 Q4	$546K	Sell	12,995 -745	-5%	-$29.6K	0.6%	31
2019 Q3	$526K	Sell	13,740 -1,535	-10%	-$59.5K	0.52%	29
2019 Q2	$586K	Sell	15,275 -30	-0.2%	-$1.12K	0.51%	30
2019 Q1	$560K	Buy	+15,305	New	+$533K	0.49%	40

Other funds holding ILCG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gunderson Capital Management's ILCG Position: Q1 2021 in Review

Gunderson Capital Management sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2021, closing a stake of 3,455 shares — an estimated $200K sold.

Gunderson Capital Management first reported a position in ILCG in Q1 2019 and held it in 5 quarters. The position peaked at $586K in Q2 2019. 178 funds tracked by Wall St. Rank hold ILCG as of Q1 2021.

Gunderson Capital Management reported no remaining iShares Morningstar Growth ETF position as of Q1 2021 after selling out during the quarter.
Gunderson Capital Management sold 3,455 iShares Morningstar Growth ETF shares in Q1 2021, an estimated $200K.
Gunderson Capital Management first reported a position in iShares Morningstar Growth ETF in Q1 2019 and held it in 5 quarters.
Gunderson Capital Management's iShares Morningstar Growth ETF position peaked at $586K in Q2 2019.
178 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2021.

Based on Gunderson Capital Management's 13F filing for Q1 2021, filed 4 May 2021.