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TAP Consulting’s iShares Morningstar Growth ETF ILCG Stock Holding History

TAP Consulting’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
Q2 		– Sell
-24,317
Closed -$1.58M – 127
2022
Q1 		$1.58M Sell
24,317
-26,216
-52% -$1.67M 0.41% 56
2021
Q4 		$3.63M Buy
50,533
+89
+0.2% +$6.26K 0.83% 40
2021
Q3 		$3.31M Sell
50,444
-2,378
-5% -$161K 0.89% 35
2021
Q2 		$3.42M Buy
52,822
+15,727
+42% +$964K 0.96% 35
2021
Q1 		$2.14M Sell
37,095
-1,165
-3% -$68.2K 0.66% 43
2020
Q4 		$2.22M Sell
38,260
-16,855
-31% -$935K 0.8% 46
2020
Q3 		$2.95M Buy
55,115
+40
+0.1% +$2.06K 1.16% 31
2020
Q2 		$2.58M Sell
55,075
-205
-0.4% -$8.91K 1.27% 32
2020
Q1 		$2.05M Sell
55,280
-1,165
-2% -$48.7K 1.38% 27
2019
Q4 		$2.37M Sell
56,445
-4,430
-7% -$176K 1.32% 27
2019
Q3 		$2.33M Buy
+60,875
New +$2.36M 1.38% 25
2019
Q1 		$2.23M Buy
+60,935
New +$2.12M 1.68% 20

Other funds holding ILCG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAP Consulting's ILCG Position: Q2 2022 in Review

TAP Consulting sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2022, closing a stake of 24,317 shares — an estimated $1.58M sold.

TAP Consulting first reported a position in ILCG in Q1 2019 and held it in 12 quarters. The position peaked at $3.63M in Q4 2021. 193 funds tracked by Wall St. Rank hold ILCG as of Q2 2022.

  • TAP Consulting reported no remaining iShares Morningstar Growth ETF position as of Q2 2022 after selling out during the quarter.
  • TAP Consulting sold 24,317 iShares Morningstar Growth ETF shares in Q2 2022, an estimated $1.58M.
  • TAP Consulting first reported a position in iShares Morningstar Growth ETF in Q1 2019 and held it in 12 quarters.
  • TAP Consulting's iShares Morningstar Growth ETF position peaked at $3.63M in Q4 2021.
  • 193 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2022.

Based on TAP Consulting's 13F filing for Q2 2022, filed 26 Jul 2022.