PSI Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

PSI 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
2025 Q1	–	Sell	-245	Closed	-$21.9K	–	843
2024 Q4	$21.9K	Buy	245 +1	+0.4%	+$88	0.01%	408
2024 Q3	$20.5K	Hold	244	–	–	0.01%	422
2024 Q2	$19.8K	Buy	244 +1	+0.4%	+$77	0.01%	407
2024 Q1	$18.3K	Hold	243	–	–	0.01%	405
2023 Q4	$16.5K	Buy	243 +1	+0.4%	+$63	0.01%	444
2023 Q3	$14.4K	Hold	242	–	–	0.01%	446
2023 Q2	$15.1K	Buy	242 +1	+0.4%	+$57	0.01%	431
2023 Q1	$13.4K	Hold	241	–	–	0.01%	395
2022 Q4	$11.7K	Buy	241 +1	+0.4%	+$50	0.01%	403
2022 Q3	$12K	Hold	240	–	–	0.01%	396
2022 Q2	$12K	Hold	240	–	–	0.01%	426
2022 Q1	$16K	Hold	240	–	–	0.01%	399
2021 Q4	$17K	Hold	240	–	–	0.01%	425
2021 Q3	$16K	Buy	+240	New	+$16.2K	0.01%	421
2020 Q1	–	Sell	-235	Closed	-$10K	–	323
2019 Q4	$10K	Buy	+235	New	+$9.34K	0.01%	468

Other funds holding ILCG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

PSI Advisors's ILCG Position: Q1 2025 in Review

PSI Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2025, closing a stake of 245 shares — an estimated $21.9K sold.

PSI Advisors first reported a position in ILCG in Q4 2019 and held it in 15 quarters. The position peaked at $21.9K in Q4 2024. 272 funds tracked by Wall St. Rank hold ILCG as of Q1 2025.

PSI Advisors reported no remaining iShares Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 245 iShares Morningstar Growth ETF shares in Q1 2025, an estimated $21.9K.
PSI Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2019 and held it in 15 quarters.
PSI Advisors's iShares Morningstar Growth ETF position peaked at $21.9K in Q4 2024.
272 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.