HNWAG
ILCG icon

High Net Worth Advisory Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

High Net Worth Advisory 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
2022
Q2 		– Sell
-35
Closed -$2K – 690
2022
Q1 		$2K Hold
35
– – ﹤0.01% 639
2021
Q4 		$3K Buy
+35
New +$2.46K ﹤0.01% 635

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

High Net Worth Advisory Group's ILCG Position: Q2 2022 in Review

High Net Worth Advisory Group sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2022, closing a stake of 35 shares — an estimated $2K sold.

High Net Worth Advisory Group first reported a position in ILCG in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 193 funds tracked by Wall St. Rank hold ILCG as of Q2 2022.

  • High Net Worth Advisory Group reported no remaining iShares Morningstar Growth ETF position as of Q2 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 35 iShares Morningstar Growth ETF shares in Q2 2022, an estimated $2K.
  • High Net Worth Advisory Group first reported a position in iShares Morningstar Growth ETF in Q4 2021 and held it in 2 quarters.
  • High Net Worth Advisory Group's iShares Morningstar Growth ETF position peaked at $3K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2022.

Based on High Net Worth Advisory Group's 13F filing for Q2 2022, filed 10 Aug 2022.