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

Howard 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
2022 Q1	–	Sell	-9,635	Closed	-$691K	–	135
2021 Q4	$691K	Sell	9,635 -2,780	-22%	-$195K	0.36%	63
2021 Q3	$813K	Hold	12,415	–	–	0.45%	60
2021 Q2	$803K	Hold	12,415	–	–	0.44%	61
2021 Q1	$716K	Buy	12,415 +50	+0.4%	+$2.93K	0.42%	60
2020 Q4	$716K	Sell	12,365 -40	-0.3%	-$2.22K	0.45%	56
2020 Q3	$663K	Sell	12,405 -2,410	-16%	-$124K	0.47%	54
2020 Q2	$694K	Buy	14,815 +630	+4%	+$27.4K	0.57%	45
2020 Q1	$526K	Hold	14,185	–	–	0.55%	43
2019 Q4	$595K	Buy	+14,185	New	+$564K	0.5%	47

Other funds holding ILCG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Howard Wealth Management's ILCG Position: Q1 2022 in Review

Howard Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2022, closing a stake of 9,635 shares — an estimated $691K sold.

Howard Wealth Management first reported a position in ILCG in Q4 2019 and held it in 9 quarters. The position peaked at $813K in Q3 2021. 203 funds tracked by Wall St. Rank hold ILCG as of Q1 2022.

Howard Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q1 2022 after selling out during the quarter.
Howard Wealth Management sold 9,635 iShares Morningstar Growth ETF shares in Q1 2022, an estimated $691K.
Howard Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2019 and held it in 9 quarters.
Howard Wealth Management's iShares Morningstar Growth ETF position peaked at $813K in Q3 2021.
203 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2022.

Based on Howard Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.