Hutchens & Kramer Investment Management Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Hutchens & Kramer Investment Management 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
2025 Q1	–	Sell	-5,638	Closed	-$505K	–	169
2024 Q4	$505K	Buy	5,638 +474	+9%	+$41.9K	0.27%	70
2024 Q3	$428K	Buy	+5,164	New	+$419K	0.24%	76
2024 Q2	–	Sell	-4,411	Closed	-$333K	–	155
2024 Q1	$333K	Buy	4,411 +2	+0%	+$144	0.2%	84
2023 Q4	$299K	Sell	4,409 -487	-10%	-$30.8K	0.21%	83
2023 Q3	$294K	Buy	4,896 +241	+5%	+$15K	0.23%	82
2023 Q2	$290K	Sell	4,655 -942	-17%	-$54.1K	0.23%	86
2023 Q1	$310K	Buy	+5,597	New	+$293K	0.27%	77

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

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

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

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

Hutchens & Kramer Investment Management Group's ILCG Position: Q1 2025 in Review

Hutchens & Kramer Investment Management Group sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2025, closing a stake of 5,638 shares — an estimated $505K sold.

Hutchens & Kramer Investment Management Group first reported a position in ILCG in Q1 2023 and held it in 7 quarters. The position peaked at $505K in Q4 2024. 272 funds tracked by Wall St. Rank hold ILCG as of Q1 2025.

Hutchens & Kramer Investment Management Group reported no remaining iShares Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 5,638 iShares Morningstar Growth ETF shares in Q1 2025, an estimated $505K.
Hutchens & Kramer Investment Management Group first reported a position in iShares Morningstar Growth ETF in Q1 2023 and held it in 7 quarters.
Hutchens & Kramer Investment Management Group's iShares Morningstar Growth ETF position peaked at $505K in Q4 2024.
272 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2025.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2025, filed 25 Apr 2025.