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

Heritage Oak 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
2025
Q1 		– Sell
-6,459
Closed -$579K – 77
2024
Q4 		$579K Buy
+6,459
New +$571K 0.27% 41

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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 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

Heritage Oak Wealth Advisors's ILCG Position: Q1 2025 in Review

Heritage Oak Wealth Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2025, closing a stake of 6,459 shares — an estimated $579K sold.

Heritage Oak Wealth Advisors first reported a position in ILCG in Q4 2024 and held it in 1 quarter. The position peaked at $579K in Q4 2024. 272 funds tracked by Wall St. Rank hold ILCG as of Q1 2025.

  • Heritage Oak Wealth Advisors reported no remaining iShares Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 6,459 iShares Morningstar Growth ETF shares in Q1 2025, an estimated $579K.
  • Heritage Oak Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares Morningstar Growth ETF position peaked at $579K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.