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Helen Stephens Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Helen Stephens 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
2024
Q4 		– Sell
-11,640
Closed -$978K – 90
2024
Q3 		$978K Buy
11,640
+19
+0.2% +$1.54K 0.3% 42
2024
Q2 		$946K Buy
+11,621
New +$889K 0.33% 40

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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Helen Stephens Group's ILCG Position: Q4 2024 in Review

Helen Stephens Group sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2024, closing a stake of 11,640 shares — an estimated $978K sold.

Helen Stephens Group first reported a position in ILCG in Q2 2024 and held it in 2 quarters. The position peaked at $978K in Q3 2024. 284 funds tracked by Wall St. Rank hold ILCG as of Q4 2024.

  • Helen Stephens Group reported no remaining iShares Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Helen Stephens Group sold 11,640 iShares Morningstar Growth ETF shares in Q4 2024, an estimated $978K.
  • Helen Stephens Group first reported a position in iShares Morningstar Growth ETF in Q2 2024 and held it in 2 quarters.
  • Helen Stephens Group's iShares Morningstar Growth ETF position peaked at $978K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2024.

Based on Helen Stephens Group's 13F filing for Q4 2024, filed 15 Jan 2025.