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Portfolio Strategies’s iShares Morningstar Growth ETF ILCG Stock Holding History

Portfolio Strategies’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
2019
Q2 		– Sell
-1,560
Closed -$57K – 57
2019
Q1 		$57K Buy
+1,560
New +$54.3K 0.05% 59
2018
Q4 		– Sell
-1,675
Closed -$62K – 110
2018
Q3 		$62K Hold
1,675
– – 0.04% 66
2018
Q2 		$59K Hold
1,675
– – 0.04% 64
2018
Q1 		$55K Hold
1,675
– – 0.04% 68
2017
Q4 		$52K Buy
+1,675
New +$51.1K 0.04% 79

Other funds holding ILCG

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Portfolio Strategies's ILCG Position: Q2 2019 in Review

Portfolio Strategies sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2019, closing a stake of 1,560 shares — an estimated $57K sold.

Portfolio Strategies first reported a position in ILCG in Q4 2017 and held it in 5 quarters. The position peaked at $62K in Q3 2018. 124 funds tracked by Wall St. Rank hold ILCG as of Q2 2019.

  • Portfolio Strategies reported no remaining iShares Morningstar Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Portfolio Strategies sold 1,560 iShares Morningstar Growth ETF shares in Q2 2019, an estimated $57K.
  • Portfolio Strategies first reported a position in iShares Morningstar Growth ETF in Q4 2017 and held it in 5 quarters.
  • Portfolio Strategies's iShares Morningstar Growth ETF position peaked at $62K in Q3 2018.
  • 124 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2019.

Based on Portfolio Strategies's 13F filing for Q2 2019, filed 17 Jul 2019.