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SWMG LLC’s iShares Morningstar Growth ETF ILCG Stock Holding History

SWMG LLC’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
-17,365
Closed -$1.56M – 117
2024
Q3 		$1.56M Buy
+17,365
New +$1.41M 0.65% 25
2024
Q2 		– Sell
-5,336
Closed -$403K – 102
2024
Q1 		$403K Buy
5,336
+1,103
+26% +$79.5K 0.18% 64
2023
Q4 		$287K Buy
+4,233
New +$268K 0.14% 82

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

SWMG LLC's ILCG Position: Q4 2024 in Review

SWMG LLC sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2024, closing a stake of 17,365 shares — an estimated $1.56M sold.

SWMG LLC first reported a position in ILCG in Q4 2023 and held it in 3 quarters. The position peaked at $1.56M in Q3 2024. 284 funds tracked by Wall St. Rank hold ILCG as of Q4 2024.

  • SWMG LLC reported no remaining iShares Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
  • SWMG LLC sold 17,365 iShares Morningstar Growth ETF shares in Q4 2024, an estimated $1.56M.
  • SWMG LLC first reported a position in iShares Morningstar Growth ETF in Q4 2023 and held it in 3 quarters.
  • SWMG LLC's iShares Morningstar Growth ETF position peaked at $1.56M in Q3 2024.
  • 284 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2024.

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