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Rede Wealth’s iShares Morningstar Growth ETF ILCG Stock Holding History

Rede Wealth’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
2022
Q2 		– Sell
-6,010
Closed -$391K – 112
2022
Q1 		$391K Sell
6,010
-173
-3% -$11K 0.18% 67
2021
Q4 		$444K Sell
6,183
-61
-1% -$4.29K 0.22% 58
2021
Q3 		$409K Sell
6,244
-61
-1% -$4.12K 0.22% 64
2021
Q2 		$408K Sell
6,305
-115
-2% -$7.05K 0.22% 67
2021
Q1 		$370K Sell
6,420
-310
-5% -$18.1K 0.21% 70
2020
Q4 		$389K Buy
+6,730
New +$373K 0.26% 52

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rede Wealth's ILCG Position: Q2 2022 in Review

Rede Wealth sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2022, closing a stake of 6,010 shares — an estimated $391K sold.

Rede Wealth first reported a position in ILCG in Q4 2020 and held it in 6 quarters. The position peaked at $444K in Q4 2021. 193 funds tracked by Wall St. Rank hold ILCG as of Q2 2022.

  • Rede Wealth reported no remaining iShares Morningstar Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Rede Wealth sold 6,010 iShares Morningstar Growth ETF shares in Q2 2022, an estimated $391K.
  • Rede Wealth first reported a position in iShares Morningstar Growth ETF in Q4 2020 and held it in 6 quarters.
  • Rede Wealth's iShares Morningstar Growth ETF position peaked at $444K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2022.

Based on Rede Wealth's 13F filing for Q2 2022, filed 21 Jul 2022.