TC
ILCG icon

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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return