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Kore Private Wealth’s iShares Morningstar Growth ETF ILCG Stock Holding History

Kore Private 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
2022
Q1 		– Sell
-3,409
Closed -$245K – 329
2021
Q4 		$245K Buy
3,409
+1
+0% +$70 0.03% 266
2021
Q3 		$223K Buy
3,408
+2
+0.1% +$135 0.02% 399
2021
Q2 		$221K Buy
+3,406
New +$209K 0.02% 368
2020
Q3 		– Sell
-3,400
Closed -$159K – 655
2020
Q2 		$159K Hold
3,400
– – 0.03% 267
2020
Q1 		$126K Buy
+3,400
New +$142K 0.03% 272

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kore Private Wealth's ILCG Position: Q1 2022 in Review

Kore Private Wealth sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2022, closing a stake of 3,409 shares — an estimated $245K sold.

Kore Private Wealth first reported a position in ILCG in Q1 2020 and held it in 5 quarters. The position peaked at $245K in Q4 2021. 203 funds tracked by Wall St. Rank hold ILCG as of Q1 2022.

  • Kore Private Wealth reported no remaining iShares Morningstar Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Kore Private Wealth sold 3,409 iShares Morningstar Growth ETF shares in Q1 2022, an estimated $245K.
  • Kore Private Wealth first reported a position in iShares Morningstar Growth ETF in Q1 2020 and held it in 5 quarters.
  • Kore Private Wealth's iShares Morningstar Growth ETF position peaked at $245K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2022.

Based on Kore Private Wealth's 13F filing for Q1 2022, filed 13 May 2022.