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Hoese & Co’s iShares Morningstar Growth ETF ILCG Stock Holding History

Hoese & Co’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
-12,027
Closed -$1.01M – 190
2024
Q3 		$1.01M Sell
12,027
-740
-6% -$60K 0.85% 18
2024
Q2 		$981K Sell
12,767
-555
-4% -$42.5K 0.86% 17
2024
Q1 		$989K Buy
13,322
+2,611
+24% +$188K 0.9% 16
2023
Q4 		$698K Buy
10,711
+915
+9% +$57.9K 0.68% 19
2023
Q3 		$584K Hold
9,796
– – 0.6% 20
2023
Q2 		$611K Buy
+9,796
New +$563K 0.57% 23

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 $1.92B AUM 26.86% 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 $79.5B AUM 27.1% 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

Hoese & Co's ILCG Position: Q4 2024 in Review

Hoese & Co sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2024, closing a stake of 12,027 shares — an estimated $1.01M sold.

Hoese & Co first reported a position in ILCG in Q2 2023 and held it in 6 quarters. The position peaked at $1.01M in Q3 2024. 284 funds tracked by Wall St. Rank hold ILCG as of Q4 2024.

  • Hoese & Co reported no remaining iShares Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Hoese & Co sold 12,027 iShares Morningstar Growth ETF shares in Q4 2024, an estimated $1.01M.
  • Hoese & Co first reported a position in iShares Morningstar Growth ETF in Q2 2023 and held it in 6 quarters.
  • Hoese & Co's iShares Morningstar Growth ETF position peaked at $1.01M in Q3 2024.
  • 284 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2024.

Based on Hoese & Co's 13F filing for Q4 2024, filed 16 Jan 2025.