LWAC
ILCG icon

Laurel Wealth Advisors (California)’s iShares Morningstar Growth ETF ILCG Stock Holding History

Laurel Wealth Advisors (California)’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
Q2 		– Sell
-3,708
Closed -$241K – 697
2022
Q1 		$241K Sell
3,708
-776
-17% -$49.5K 0.02% 654
2021
Q4 		$322K Sell
4,484
-16
-0.4% -$1.13K 0.02% 594
2021
Q3 		$295K Sell
4,500
-5
-0.1% -$338 0.05% 341
2021
Q2 		$292K Sell
4,505
-10
-0.2% -$613 0.04% 407
2021
Q1 		$260K Buy
+4,515
New +$264K 0.04% 382

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 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

Laurel Wealth Advisors (California)'s ILCG Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2022, closing a stake of 3,708 shares — an estimated $241K sold.

Laurel Wealth Advisors (California) first reported a position in ILCG in Q1 2021 and held it in 5 quarters. The position peaked at $322K in Q4 2021. 193 funds tracked by Wall St. Rank hold ILCG as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining iShares Morningstar Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 3,708 iShares Morningstar Growth ETF shares in Q2 2022, an estimated $241K.
  • Laurel Wealth Advisors (California) first reported a position in iShares Morningstar Growth ETF in Q1 2021 and held it in 5 quarters.
  • Laurel Wealth Advisors (California)'s iShares Morningstar Growth ETF position peaked at $322K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.