Intelligence Driven Advisers’s iShares Morningstar Growth ETF ILCG Stock Holding History

Intelligence Driven Advisers’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 Q3	–	Sell	-29,785	Closed	-$1.4M	–	90
2020 Q2	$1.4M	Sell	29,785 -14,380	-33%	-$625K	0.49%	38
2020 Q1	$1.64M	Sell	44,165 -8,140	-16%	-$340K	0.76%	32
2019 Q4	$2.2M	Sell	52,305 -20,420	-28%	-$812K	1%	23
2019 Q3	$2.79M	Sell	72,725 -31,635	-30%	-$1.23M	1.32%	18
2019 Q2	$4M	Sell	104,360 -23,725	-19%	-$887K	1.9%	17
2019 Q1	$4.68M	Buy	128,085 +330	+0.3%	+$11.5K	2.56%	12
2018 Q4	$4.05M	Buy	+127,755	New	+$4.32M	2.56%	12

Other funds holding ILCG

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Intelligence Driven Advisers's ILCG Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2020, closing a stake of 29,785 shares — an estimated $1.4M sold.

Intelligence Driven Advisers first reported a position in ILCG in Q4 2018 and held it in 7 quarters. The position peaked at $4.68M in Q1 2019. 168 funds tracked by Wall St. Rank hold ILCG as of Q3 2020.

Intelligence Driven Advisers reported no remaining iShares Morningstar Growth ETF position as of Q3 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 29,785 iShares Morningstar Growth ETF shares in Q3 2020, an estimated $1.4M.
Intelligence Driven Advisers first reported a position in iShares Morningstar Growth ETF in Q4 2018 and held it in 7 quarters.
Intelligence Driven Advisers's iShares Morningstar Growth ETF position peaked at $4.68M in Q1 2019.
168 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2020.

Based on Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.