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Legacy Advisory Services’s iShares Morningstar Growth ETF ILCG Stock Holding History

Legacy Advisory Services’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
2025
Q1 		– Sell
-81,237
Closed -$7.28M – 52
2024
Q4 		$7.28M Sell
81,237
-4,715
-5% -$417K 6.21% 4
2024
Q3 		$7.22M Sell
85,952
-213
-0.2% -$17.3K 6.21% 4
2024
Q2 		$7.01M Sell
86,165
-2,879
-3% -$220K 6.42% 3
2024
Q1 		$6.72M Sell
89,044
-1,408
-2% -$101K 6.37% 4
2023
Q4 		$6.13M Buy
+90,452
New +$5.72M 6.47% 4

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Legacy Advisory Services's ILCG Position: Q1 2025 in Review

Legacy Advisory Services sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2025, closing a stake of 81,237 shares — an estimated $7.28M sold.

Legacy Advisory Services first reported a position in ILCG in Q4 2023 and held it in 5 quarters. The position peaked at $7.28M in Q4 2024. 272 funds tracked by Wall St. Rank hold ILCG as of Q1 2025.

  • Legacy Advisory Services reported no remaining iShares Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Advisory Services sold 81,237 iShares Morningstar Growth ETF shares in Q1 2025, an estimated $7.28M.
  • Legacy Advisory Services first reported a position in iShares Morningstar Growth ETF in Q4 2023 and held it in 5 quarters.
  • Legacy Advisory Services's iShares Morningstar Growth ETF position peaked at $7.28M in Q4 2024.
  • 272 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2025.

Based on Legacy Advisory Services's 13F filing for Q1 2025, filed 19 May 2025.