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Sutton Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$290K Hold
4,860
– – 0.14% 88
2023
Q2 		$303K Buy
+4,860
New +$279K 0.15% 84

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 $1.92B AUM 26.86% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sutton Wealth Advisors's ILCG Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q3 2023 at 4,860 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #88.

Sutton Wealth Advisors first reported a position in ILCG in Q2 2023 and has held it in 2 quarters since. The position peaked at $303K in Q2 2023. 214 funds tracked by Wall St. Rank hold ILCG as of Q3 2023.

  • Sutton Wealth Advisors held 4,860 shares of iShares Morningstar Growth ETF worth $290K as of Q3 2023.
  • Sutton Wealth Advisors left its iShares Morningstar Growth ETF share count unchanged in Q3 2023.
  • iShares Morningstar Growth ETF made up 0.14% of Sutton Wealth Advisors's portfolio in Q3 2023, its #88 holding.
  • Sutton Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's iShares Morningstar Growth ETF position peaked at $303K in Q2 2023.
  • 214 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.