SI
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SimpliFi Inc’s iShares Morningstar Growth ETF ILCG Stock Holding History

SimpliFi Inc’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
Q2 		– Sell
-77,645
Closed -$4.48M – 27
2021
Q1 		$4.48M Sell
77,645
-1,060
-1% -$62K 2.09% 11
2020
Q4 		$4.56M Buy
+78,705
New +$4.37M 2.13% 11

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SimpliFi Inc's ILCG Position: Q2 2021 in Review

SimpliFi Inc sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2021, closing a stake of 77,645 shares — an estimated $4.48M sold.

SimpliFi Inc first reported a position in ILCG in Q4 2020 and held it in 2 quarters. The position peaked at $4.56M in Q4 2020. 177 funds tracked by Wall St. Rank hold ILCG as of Q2 2021.

  • SimpliFi Inc reported no remaining iShares Morningstar Growth ETF position as of Q2 2021 after selling out during the quarter.
  • SimpliFi Inc sold 77,645 iShares Morningstar Growth ETF shares in Q2 2021, an estimated $4.48M.
  • SimpliFi Inc first reported a position in iShares Morningstar Growth ETF in Q4 2020 and held it in 2 quarters.
  • SimpliFi Inc's iShares Morningstar Growth ETF position peaked at $4.56M in Q4 2020.
  • 177 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2021.

Based on SimpliFi Inc's 13F filing for Q2 2021, filed 21 Jul 2021.