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

Hubbell Strickland 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	-3,272	Closed	-$235K	–	64
2021 Q4	$235K	Sell	3,272 -10,773	-77%	-$758K	0.13%	60
2021 Q3	$921K	Buy	14,045 +3	+0%	+$203	0.56%	25
2021 Q2	$909K	Buy	14,042 +2	+0%	+$123	0.55%	26
2021 Q1	$810K	Sell	14,040 -3,540	-20%	-$207K	0.52%	29
2020 Q4	$1.02M	Hold	17,580	–	–	0.7%	21
2020 Q3	$940K	Buy	17,580 +5	+0%	+$258	0.73%	21
2020 Q2	$824K	Hold	17,575	–	–	0.69%	22
2020 Q1	$653K	Buy	17,575 +140	+0.8%	+$5.86K	0.66%	24
2019 Q4	$732K	Sell	17,435 -25	-0.1%	-$994	0.59%	26
2019 Q3	$669K	Buy	+17,460	New	+$677K	0.58%	26

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 $1.92B AUM 26.86% 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

Hubbell Strickland Wealth Management's ILCG Position: Q1 2022 in Review

Hubbell Strickland Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2022, closing a stake of 3,272 shares — an estimated $235K sold.

Hubbell Strickland Wealth Management first reported a position in ILCG in Q3 2019 and held it in 10 quarters. The position peaked at $1.02M in Q4 2020. 203 funds tracked by Wall St. Rank hold ILCG as of Q1 2022.

Hubbell Strickland Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q1 2022 after selling out during the quarter.
Hubbell Strickland Wealth Management sold 3,272 iShares Morningstar Growth ETF shares in Q1 2022, an estimated $235K.
Hubbell Strickland Wealth Management first reported a position in iShares Morningstar Growth ETF in Q3 2019 and held it in 10 quarters.
Hubbell Strickland Wealth Management's iShares Morningstar Growth ETF position peaked at $1.02M in Q4 2020.
203 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2022.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.