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Impact Partnership Wealth’s iShares Morningstar Growth ETF ILCG Stock Holding History

Impact Partnership Wealth’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
-916
Closed -$69.1K – 443
2024
Q1 		$69.1K Hold
916
– – 0.03% 289
2023
Q4 		$62.1K Sell
916
-37
-4% -$2.34K 0.02% 293
2023
Q3 		$56.8K Buy
953
+799
+519% +$49.7K 0.02% 381
2023
Q2 		$9.6K Buy
+154
New +$8.85K ﹤0.01% 425

Other funds holding ILCG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Commonwealth Equity Services
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

Impact Partnership Wealth's ILCG Position: Q2 2024 in Review

Impact Partnership Wealth sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2024, closing a stake of 916 shares — an estimated $69.1K sold.

Impact Partnership Wealth first reported a position in ILCG in Q2 2023 and held it in 4 quarters. The position peaked at $69.1K in Q1 2024. 254 funds tracked by Wall St. Rank hold ILCG as of Q2 2024.

  • Impact Partnership Wealth reported no remaining iShares Morningstar Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 916 iShares Morningstar Growth ETF shares in Q2 2024, an estimated $69.1K.
  • Impact Partnership Wealth first reported a position in iShares Morningstar Growth ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's iShares Morningstar Growth ETF position peaked at $69.1K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.