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Orion Portfolio Solutions’s iShares Morningstar Growth ETF ILCG Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-75
Closed -$4K – 1206
2020
Q2 		$4K Buy
75
+50
+200% +$2.17K ﹤0.01% 1556
2020
Q1 		$1K Buy
+25
New +$1.04K ﹤0.01% 1736

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Orion Portfolio Solutions's ILCG Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2020, closing a stake of 75 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in ILCG in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 168 funds tracked by Wall St. Rank hold ILCG as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Morningstar Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 75 iShares Morningstar Growth ETF shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in iShares Morningstar Growth ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares Morningstar Growth ETF position peaked at $4K in Q2 2020.
  • 168 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.