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Leeward Financial Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Leeward Financial Partners’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
2024
Q2 		– Sell
-2,850
Closed -$215K – 90
2024
Q1 		$215K Buy
+2,850
New +$205K 0.09% 88

Other funds holding ILCG

EH
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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Leeward Financial Partners's ILCG Position: Q2 2024 in Review

Leeward Financial Partners sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2024, closing a stake of 2,850 shares — an estimated $215K sold.

Leeward Financial Partners first reported a position in ILCG in Q1 2024 and held it in 1 quarter. The position peaked at $215K in Q1 2024. 254 funds tracked by Wall St. Rank hold ILCG as of Q2 2024.

  • Leeward Financial Partners reported no remaining iShares Morningstar Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Leeward Financial Partners sold 2,850 iShares Morningstar Growth ETF shares in Q2 2024, an estimated $215K.
  • Leeward Financial Partners first reported a position in iShares Morningstar Growth ETF in Q1 2024 and held it in 1 quarter.
  • Leeward Financial Partners's iShares Morningstar Growth ETF position peaked at $215K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2024.

Based on Leeward Financial Partners's 13F filing for Q2 2024, filed 30 Jul 2024.