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Integrated Advisors Network’s iShares Morningstar Growth ETF ILCG Stock Holding History

Integrated Advisors Network’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
2020
Q4 		– Sell
-6,480
Closed -$347K – 509
2020
Q3 		$347K Hold
6,480
– – 0.04% 318
2020
Q2 		$304K Sell
6,480
-258,055
-98% -$11.2M 0.04% 348
2020
Q1 		$9.83M Buy
+264,535
New +$11.1M 1.92% 7

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
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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Integrated Advisors Network's ILCG Position: Q4 2020 in Review

Integrated Advisors Network sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2020, closing a stake of 6,480 shares — an estimated $347K sold.

Integrated Advisors Network first reported a position in ILCG in Q1 2020 and held it in 3 quarters. The position peaked at $9.83M in Q1 2020. 185 funds tracked by Wall St. Rank hold ILCG as of Q4 2020.

  • Integrated Advisors Network reported no remaining iShares Morningstar Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Integrated Advisors Network sold 6,480 iShares Morningstar Growth ETF shares in Q4 2020, an estimated $347K.
  • Integrated Advisors Network first reported a position in iShares Morningstar Growth ETF in Q1 2020 and held it in 3 quarters.
  • Integrated Advisors Network's iShares Morningstar Growth ETF position peaked at $9.83M in Q1 2020.
  • 185 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2020.

Based on Integrated Advisors Network's 13F filing for Q4 2020, filed 12 Feb 2021.