IFG Advisory’s iShares Morningstar US Equity ETF ILCB Stock Holding History

IFG Advisory’s Portfolio ILCB Stock Details ILCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-4,832	Closed	-$261K	–	479
2020 Q4	$261K	Sell	4,832 -16,520	-77%	-$845K	0.04%	377
2020 Q3	$1.04M	Sell	21,352 -224	-1%	-$10.7K	0.17%	140
2020 Q2	$941K	Buy	21,576 +4	+0%	+$165	0.17%	142
2020 Q1	$790K	Buy	21,572 +384	+2%	+$16.8K	0.18%	144
2019 Q4	$977K	Sell	21,188 -96	-0.5%	-$4.21K	0.18%	139
2019 Q3	$893K	Buy	+21,284	New	+$885K	0.17%	144

Other funds holding ILCB

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFG Advisory's ILCB Position: Q1 2021 in Review

IFG Advisory sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2021, closing a stake of 4,832 shares — an estimated $261K sold.

IFG Advisory first reported a position in ILCB in Q3 2019 and held it in 6 quarters. The position peaked at $1.04M in Q3 2020. 123 funds tracked by Wall St. Rank hold ILCB as of Q1 2021.

IFG Advisory reported no remaining iShares Morningstar US Equity ETF position as of Q1 2021 after selling out during the quarter.
IFG Advisory sold 4,832 iShares Morningstar US Equity ETF shares in Q1 2021, an estimated $261K.
IFG Advisory first reported a position in iShares Morningstar US Equity ETF in Q3 2019 and held it in 6 quarters.
IFG Advisory's iShares Morningstar US Equity ETF position peaked at $1.04M in Q3 2020.
123 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2021.

Based on IFG Advisory's 13F filing for Q1 2021, filed 19 Apr 2021.