Renaissance Technologies
ILCG icon

Renaissance Technologies’s iShares Morningstar Growth ETF ILCG Stock Holding History

Renaissance Technologies’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
2024
Q1 		– Sell
-6,100
Closed -$414K – 3871
2023
Q4 		$414K Buy
+6,100
New +$386K ﹤0.01% 2856
2022
Q1 		– Sell
-10,000
Closed -$718K – 4249
2021
Q4 		$718K Buy
10,000
+4,700
+89% +$331K ﹤0.01% 2893
2021
Q3 		$347K Buy
+5,300
New +$358K ﹤0.01% 3032
2020
Q3 		– Sell
-14,000
Closed -$657K – 3507
2020
Q2 		$657K Buy
+14,000
New +$608K ﹤0.01% 2764

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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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies's ILCG Position: Q1 2024 in Review

Renaissance Technologies sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2024, closing a stake of 6,100 shares — an estimated $414K sold.

Renaissance Technologies first reported a position in ILCG in Q2 2020 and held it in 4 quarters. The position peaked at $718K in Q4 2021. 252 funds tracked by Wall St. Rank hold ILCG as of Q1 2024.

  • Renaissance Technologies reported no remaining iShares Morningstar Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Renaissance Technologies sold 6,100 iShares Morningstar Growth ETF shares in Q1 2024, an estimated $414K.
  • Renaissance Technologies first reported a position in iShares Morningstar Growth ETF in Q2 2020 and held it in 4 quarters.
  • Renaissance Technologies's iShares Morningstar Growth ETF position peaked at $718K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2024.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.