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Strategic Advocates’s iShares Morningstar Growth ETF ILCG Stock Holding History

Strategic Advocates’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
Q4 		– Sell
-3,265
Closed -$274K – 119
2024
Q3 		$274K Hold
3,265
– – 0.1% 97
2024
Q2 		$266K Hold
3,265
– – 0.11% 100
2024
Q1 		$246K Hold
3,265
– – 0.09% 109
2023
Q4 		$221K Buy
+3,265
New +$206K 0.09% 134

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Advocates's ILCG Position: Q4 2024 in Review

Strategic Advocates sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2024, closing a stake of 3,265 shares — an estimated $274K sold.

Strategic Advocates first reported a position in ILCG in Q4 2023 and held it in 4 quarters. The position peaked at $274K in Q3 2024. 284 funds tracked by Wall St. Rank hold ILCG as of Q4 2024.

  • Strategic Advocates reported no remaining iShares Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Advocates sold 3,265 iShares Morningstar Growth ETF shares in Q4 2024, an estimated $274K.
  • Strategic Advocates first reported a position in iShares Morningstar Growth ETF in Q4 2023 and held it in 4 quarters.
  • Strategic Advocates's iShares Morningstar Growth ETF position peaked at $274K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2024.

Based on Strategic Advocates's 13F filing for Q4 2024, filed 23 Jan 2025.