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Provident Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Provident Wealth Management’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
Q4 		– Sell
-540
Closed -$29K – 155
2020
Q3 		$29K Hold
540
– – 0.03% 115
2020
Q2 		$25K Buy
+540
New +$23.5K 0.03% 55

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Provident Wealth Management's ILCG Position: Q4 2020 in Review

Provident Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2020, closing a stake of 540 shares — an estimated $29K sold.

Provident Wealth Management first reported a position in ILCG in Q2 2020 and held it in 2 quarters. The position peaked at $29K in Q3 2020. 185 funds tracked by Wall St. Rank hold ILCG as of Q4 2020.

  • Provident Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 540 iShares Morningstar Growth ETF shares in Q4 2020, an estimated $29K.
  • Provident Wealth Management first reported a position in iShares Morningstar Growth ETF in Q2 2020 and held it in 2 quarters.
  • Provident Wealth Management's iShares Morningstar Growth ETF position peaked at $29K in Q3 2020.
  • 185 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.