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Gupta Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Gupta Wealth 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
2016
Q1 		$4K Hold
160
– – ﹤0.01% 992
2015
Q4 		$4K Hold
160
– – ﹤0.01% 1044
2015
Q3 		$4K Buy
+160
New +$3.8K ﹤0.01% 1063

Other funds holding ILCG

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gupta Wealth Management's ILCG Position: Q1 2016 in Review

Gupta Wealth Management held its iShares Morningstar Growth ETF (ILCG) position steady in Q1 2016 at 160 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Gupta Wealth Management first reported a position in ILCG in Q3 2015 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold ILCG as of Q1 2016.

  • Gupta Wealth Management held 160 shares of iShares Morningstar Growth ETF worth $4K as of Q1 2016.
  • Gupta Wealth Management left its iShares Morningstar Growth ETF share count unchanged in Q1 2016.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #992 holding.
  • Gupta Wealth Management first reported a position in iShares Morningstar Growth ETF in Q3 2015 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.