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Sheets Smith Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Sheets Smith Wealth Management’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
2023
Q4 		– Sell
-1,175
Closed -$70.1K – 417
2023
Q3 		$70.1K Buy
+1,175
New +$73K 0.01% 371

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Sheets Smith Wealth Management's ILCG Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2023, closing a stake of 1,175 shares — an estimated $70.1K sold.

Sheets Smith Wealth Management first reported a position in ILCG in Q3 2023 and held it in 1 quarter. The position peaked at $70.1K in Q3 2023. 234 funds tracked by Wall St. Rank hold ILCG as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,175 iShares Morningstar Growth ETF shares in Q4 2023, an estimated $70.1K.
  • Sheets Smith Wealth Management first reported a position in iShares Morningstar Growth ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares Morningstar Growth ETF position peaked at $70.1K in Q3 2023.
  • 234 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.