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Karp Capital Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Karp Capital Management’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
Q1 		– Sell
-2,300
Closed -$73K – 236
2018
Q4 		$73K Buy
+2,300
New +$77.8K 0.03% 126

Other funds holding ILCG

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Karp Capital Management's ILCG Position: Q1 2019 in Review

Karp Capital Management sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2019, closing a stake of 2,300 shares — an estimated $73K sold.

Karp Capital Management first reported a position in ILCG in Q4 2018 and held it in 1 quarter. The position peaked at $73K in Q4 2018. 132 funds tracked by Wall St. Rank hold ILCG as of Q1 2019.

  • Karp Capital Management reported no remaining iShares Morningstar Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 2,300 iShares Morningstar Growth ETF shares in Q1 2019, an estimated $73K.
  • Karp Capital Management first reported a position in iShares Morningstar Growth ETF in Q4 2018 and held it in 1 quarter.
  • Karp Capital Management's iShares Morningstar Growth ETF position peaked at $73K in Q4 2018.
  • 132 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.