Sweet Financial Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Sweet Financial Partners’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	$2.02M	Hold	24,022	–	–	0.44%	54
2024 Q2	$1.96M	Buy	24,022 +25	+0.1%	+$1.91K	0.45%	50
2024 Q1	$1.81M	Sell	23,997 -65	-0.3%	-$4.68K	0.42%	51
2023 Q4	$1.63M	Buy	24,062 +11	+0%	+$696	0.39%	55
2023 Q3	$1.43M	Sell	24,051 -63	-0.3%	-$3.92K	0.38%	59
2023 Q2	$1.5M	Buy	24,114 +33	+0.1%	+$1.9K	0.39%	57
2023 Q1	$1.33M	Buy	24,081 +52	+0.2%	+$2.72K	0.37%	50
2022 Q4	$1.17M	Buy	24,029 +53	+0.2%	+$2.65K	0.34%	44
2022 Q3	$1.16M	Buy	23,976 +53	+0.2%	+$2.87K	0.37%	40
2022 Q2	$1.2M	Buy	+23,923	New	+$1.33M	0.38%	36

Other funds holding ILCG

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAS

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sweet Financial Partners's ILCG Position: Q3 2024 in Review

Sweet Financial Partners held its iShares Morningstar Growth ETF (ILCG) position steady in Q3 2024 at 24,022 shares worth $2.02M. The position accounts for 0.44% of the portfolio, ranked #54.

Sweet Financial Partners first reported a position in ILCG in Q2 2022 and has held it in 10 quarters since. 252 funds tracked by Wall St. Rank hold ILCG as of Q3 2024.

Sweet Financial Partners held 24,022 shares of iShares Morningstar Growth ETF worth $2.02M as of Q3 2024.
Sweet Financial Partners left its iShares Morningstar Growth ETF share count unchanged in Q3 2024.
iShares Morningstar Growth ETF made up 0.44% of Sweet Financial Partners's portfolio in Q3 2024, its #54 holding.
Sweet Financial Partners first reported a position in iShares Morningstar Growth ETF in Q2 2022 and has held it in 10 quarters since.
252 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.