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River Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-500
Closed -$16K – 315
2018
Q4 		$16K Hold
500
– – 0.01% 366
2018
Q3 		$19K Hold
500
– – 0.01% 383
2018
Q2 		$17K Buy
+500
New +$17K 0.01% 383

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 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

River Wealth Advisors's ILCG Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2019, closing a stake of 500 shares — an estimated $16K sold.

River Wealth Advisors first reported a position in ILCG in Q2 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 132 funds tracked by Wall St. Rank hold ILCG as of Q1 2019.

  • River Wealth Advisors reported no remaining iShares Morningstar Growth ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 500 iShares Morningstar Growth ETF shares in Q1 2019, an estimated $16K.
  • River Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's iShares Morningstar Growth ETF position peaked at $19K in Q3 2018.
  • 132 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.