Legacy Financial Group (Iowa)
ILCV icon

Legacy Financial Group (Iowa)’s iShares Morningstar Value ETF ILCV Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-326
Closed -$21.1K – 256
2023
Q3 		$21.1K Buy
+326
New +$21.9K 0.01% 263

Other funds holding ILCV

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ILCV Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of iShares Morningstar Value ETF (ILCV) in Q4 2023, closing a stake of 326 shares — an estimated $21.1K sold.

Legacy Financial Group (Iowa) first reported a position in ILCV in Q3 2023 and held it in 1 quarter. The position peaked at $21.1K in Q3 2023. 118 funds tracked by Wall St. Rank hold ILCV as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining iShares Morningstar Value ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 326 iShares Morningstar Value ETF shares in Q4 2023, an estimated $21.1K.
  • Legacy Financial Group (Iowa) first reported a position in iShares Morningstar Value ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s iShares Morningstar Value ETF position peaked at $21.1K in Q3 2023.
  • 118 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q4 2023.

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