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Signet Investment Advisory Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Signet Investment Advisory Group’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
2021
Q1 		– Sell
-535
Closed -$31K – 130
2020
Q4 		$31K Buy
+535
New +$29.7K 0.02% 145
2019
Q1 		– Sell
-660
Closed -$20K – 120
2018
Q4 		$20K Buy
+660
New +$22.3K 0.02% 137

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
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
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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Signet Investment Advisory Group's ILCG Position: Q1 2021 in Review

Signet Investment Advisory Group sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2021, closing a stake of 535 shares — an estimated $31K sold.

Signet Investment Advisory Group first reported a position in ILCG in Q4 2018 and held it in 2 quarters. The position peaked at $31K in Q4 2020. 178 funds tracked by Wall St. Rank hold ILCG as of Q1 2021.

  • Signet Investment Advisory Group reported no remaining iShares Morningstar Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Signet Investment Advisory Group sold 535 iShares Morningstar Growth ETF shares in Q1 2021, an estimated $31K.
  • Signet Investment Advisory Group first reported a position in iShares Morningstar Growth ETF in Q4 2018 and held it in 2 quarters.
  • Signet Investment Advisory Group's iShares Morningstar Growth ETF position peaked at $31K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2021.

Based on Signet Investment Advisory Group's 13F filing for Q1 2021, filed 11 May 2021.