IWP
ILCG icon

Icon Wealth Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-305
Closed -$11K – 451
2019
Q1 		$11K Buy
+305
New +$10.6K ﹤0.01% 651
2018
Q3 		– Sell
-305
Closed -$11K – 484
2018
Q2 		$11K Buy
+305
New +$10.4K ﹤0.01% 684
2018
Q1 		– Sell
-305
Closed -$10K – 482
2017
Q4 		$10K Buy
+305
New +$9.3K 0.01% 704

Other funds holding ILCG

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Icon Wealth Partners's ILCG Position: Q2 2019 in Review

Icon Wealth Partners sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2019, closing a stake of 305 shares — an estimated $11K sold.

Icon Wealth Partners first reported a position in ILCG in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q1 2019. 124 funds tracked by Wall St. Rank hold ILCG as of Q2 2019.

  • Icon Wealth Partners reported no remaining iShares Morningstar Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 305 iShares Morningstar Growth ETF shares in Q2 2019, an estimated $11K.
  • Icon Wealth Partners first reported a position in iShares Morningstar Growth ETF in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's iShares Morningstar Growth ETF position peaked at $11K in Q1 2019.
  • 124 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.