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

ICA Group 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
2024
Q2 		– Sell
-13
Closed -$981 – 1031
2024
Q1 		$981 Buy
13
+5
+63% +$360 ﹤0.01% 1245
2023
Q4 		$543 Buy
+8
New +$506 ﹤0.01% 1280

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 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 $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

ICA Group Wealth Management's ILCG Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2024, closing a stake of 13 shares — an estimated $981 sold.

ICA Group Wealth Management first reported a position in ILCG in Q4 2023 and held it in 2 quarters. The position peaked at $981 in Q1 2024. 254 funds tracked by Wall St. Rank hold ILCG as of Q2 2024.

  • ICA Group Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 13 iShares Morningstar Growth ETF shares in Q2 2024, an estimated $981.
  • ICA Group Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's iShares Morningstar Growth ETF position peaked at $981 in Q1 2024.
  • 254 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.