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Surevest’s iShares Morningstar Growth ETF ILCG Stock Holding History

Surevest’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
2022
Q3 		$5.1M Buy
105,633
+23,755
+29% +$1.28M 1.39% 11
2022
Q2 		$4.1M Buy
81,878
+2,804
+4% +$155K 1.08% 26
2022
Q1 		$5.14M Buy
79,074
+74,843
+1,769% +$4.78M 1.24% 17
2021
Q4 		$304K Buy
+4,231
New +$298K 0.07% 106

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 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
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Surevest's ILCG Position: Q3 2022 in Review

Surevest increased its iShares Morningstar Growth ETF (ILCG) stake by 29% in Q3 2022, buying an estimated $1.28M and bringing the position to 105,633 shares worth $5.1M. The position accounts for 1.39% of the portfolio, ranked #11.

Surevest first reported a position in ILCG in Q4 2021 and has held it in 4 quarters since. The position peaked at $5.14M in Q1 2022. 183 funds tracked by Wall St. Rank hold ILCG as of Q3 2022.

  • Surevest held 105,633 shares of iShares Morningstar Growth ETF worth $5.1M as of Q3 2022.
  • Surevest bought 23,755 iShares Morningstar Growth ETF shares in Q3 2022, an estimated $1.28M.
  • iShares Morningstar Growth ETF made up 1.39% of Surevest's portfolio in Q3 2022, its #11 holding.
  • Surevest first reported a position in iShares Morningstar Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's iShares Morningstar Growth ETF position peaked at $5.14M in Q1 2022.
  • 183 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.