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

RVW 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
2020 Q1	–	Sell	-10,540	Closed	-$443K	–	97
2019 Q4	$443K	Hold	10,540	–	–	0.1%	61
2019 Q3	$404K	Hold	10,540	–	–	0.1%	62
2019 Q2	$404K	Hold	10,540	–	–	0.1%	52
2019 Q1	$385K	Buy	+10,540	New	+$367K	0.1%	53

Other funds holding ILCG

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

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

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

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

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

FWP

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

RVW Wealth's ILCG Position: Q1 2020 in Review

RVW Wealth sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2020, closing a stake of 10,540 shares — an estimated $443K sold.

RVW Wealth first reported a position in ILCG in Q1 2019 and held it in 4 quarters. The position peaked at $443K in Q4 2019. 141 funds tracked by Wall St. Rank hold ILCG as of Q1 2020.

RVW Wealth reported no remaining iShares Morningstar Growth ETF position as of Q1 2020 after selling out during the quarter.
RVW Wealth sold 10,540 iShares Morningstar Growth ETF shares in Q1 2020, an estimated $443K.
RVW Wealth first reported a position in iShares Morningstar Growth ETF in Q1 2019 and held it in 4 quarters.
RVW Wealth's iShares Morningstar Growth ETF position peaked at $443K in Q4 2019.
141 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2020.

Based on RVW Wealth's 13F filing for Q1 2020, filed 15 Apr 2020.