Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Morningstar Growth ETF ILCG Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-615
Closed -$36.7K – 255
2023
Q3 		$36.7K Buy
+615
New +$38.2K 0.01% 206

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Commonwealth Equity Services
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AAS
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Legacy Financial Group (Iowa)'s ILCG Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2023, closing a stake of 615 shares — an estimated $36.7K sold.

Legacy Financial Group (Iowa) first reported a position in ILCG in Q3 2023 and held it in 1 quarter. The position peaked at $36.7K in Q3 2023. 234 funds tracked by Wall St. Rank hold ILCG as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Morningstar Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 615 iShares Morningstar Growth ETF shares in Q4 2023, an estimated $36.7K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Morningstar Growth ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Morningstar Growth ETF position peaked at $36.7K in Q3 2023.
  • 234 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.