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McClarren Financial Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

McClarren Financial Advisors’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
Q3 		– Sell
-81
Closed -$175K – 291
2024
Q2 		$175K Sell
81
-2,066
-96% -$158K 0.12% 77
2024
Q1 		$163K Buy
2,147
+37
+2% +$2.67K 0.12% 80
2023
Q4 		$143K Buy
2,110
+9
+0.4% +$569 0.11% 86
2023
Q3 		$125K Hold
2,101
– – 0.11% 88
2023
Q2 		$130K Buy
2,101
+3
+0.1% +$172 0.11% 87
2023
Q1 		$116K Buy
2,098
+5
+0.2% +$262 0.11% 90
2022
Q4 		$101K Buy
2,093
+5
+0.2% +$250 0.1% 105
2022
Q3 		$100K Buy
+2,088
New +$113K 0.1% 89
2022
Q2 		– Sell
-2,084
Closed -$135K – 136
2022
Q1 		$135K Buy
2,084
+2
+0.1% +$128 0.1% 75
2021
Q4 		$150K Buy
2,082
+3
+0.1% +$211 0.1% 75
2021
Q3 		$136K Buy
2,079
+3
+0.1% +$203 0.11% 69
2021
Q2 		$134K Buy
2,076
+1
+0% +$61 0.11% 68
2021
Q1 		$120K Buy
+2,075
New +$121K 0.11% 72

Other funds holding ILCG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McClarren Financial Advisors's ILCG Position: Q3 2024 in Review

McClarren Financial Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2024, closing a stake of 81 shares — an estimated $175K sold.

McClarren Financial Advisors first reported a position in ILCG in Q1 2021 and held it in 13 quarters. The position peaked at $175K in Q2 2024. 252 funds tracked by Wall St. Rank hold ILCG as of Q3 2024.

  • McClarren Financial Advisors reported no remaining iShares Morningstar Growth ETF position as of Q3 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 81 iShares Morningstar Growth ETF shares in Q3 2024, an estimated $175K.
  • McClarren Financial Advisors first reported a position in iShares Morningstar Growth ETF in Q1 2021 and held it in 13 quarters.
  • McClarren Financial Advisors's iShares Morningstar Growth ETF position peaked at $175K in Q2 2024.
  • 252 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2024.

Based on McClarren Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.