Sittner & Nelson’s iShares Morningstar Growth ETF ILCG Stock Holding History

Sittner & Nelson’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
2024 Q3	–	Sell	-392	Closed	-$31.8K	–	446
2024 Q2	$31.9K	Hold	392	–	–	0.02%	245
2024 Q1	$29.6K	Hold	392	–	–	0.01%	250
2023 Q4	$26.6K	Hold	392	–	–	0.01%	258
2023 Q3	$23.4K	Hold	392	–	–	0.01%	266
2023 Q2	$24.4K	Hold	392	–	–	0.01%	267
2023 Q1	$21.7K	Hold	392	–	–	0.01%	288
2022 Q4	$19.1K	Hold	392	–	–	0.01%	282
2022 Q3	$19K	Hold	392	–	–	0.01%	272
2022 Q2	$20K	Hold	392	–	–	0.01%	290
2022 Q1	$25K	Hold	392	–	–	0.01%	255
2021 Q4	$28K	Hold	392	–	–	0.02%	242
2021 Q3	$26K	Hold	392	–	–	0.02%	236
2021 Q2	$25K	Buy	+392	New	+$24K	0.02%	228

Other funds holding ILCG

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

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

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

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

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sittner & Nelson's ILCG Position: Q3 2024 in Review

Sittner & Nelson sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2024, closing a stake of 392 shares — an estimated $31.8K sold.

Sittner & Nelson first reported a position in ILCG in Q2 2021 and held it in 13 quarters. The position peaked at $31.9K in Q2 2024. 252 funds tracked by Wall St. Rank hold ILCG as of Q3 2024.

Sittner & Nelson reported no remaining iShares Morningstar Growth ETF position as of Q3 2024 after selling out during the quarter.
Sittner & Nelson sold 392 iShares Morningstar Growth ETF shares in Q3 2024, an estimated $31.8K.
Sittner & Nelson first reported a position in iShares Morningstar Growth ETF in Q2 2021 and held it in 13 quarters.
Sittner & Nelson's iShares Morningstar Growth ETF position peaked at $31.9K in Q2 2024.
252 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2024.

Based on Sittner & Nelson's 13F filing for Q3 2024, filed 31 Oct 2024.