TD Ameritrade Investment Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

TD Ameritrade Investment Management’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 Q1	–	Sell	-58	Closed	-$3K	–	604
2022 Q4	$3K	Sell	58 -658	-92%	-$32.9K	﹤0.01%	456
2022 Q3	$35K	Buy	716 +115	+19%	+$6.22K	﹤0.01%	300
2022 Q2	$30K	Buy	601 +81	+16%	+$4.49K	﹤0.01%	343
2022 Q1	$34K	Hold	520	–	–	﹤0.01%	387
2021 Q4	$37K	Buy	520 +442	+567%	+$31.1K	﹤0.01%	379
2021 Q3	$21K	Buy	+78	New	+$5.27K	﹤0.01%	386
2021 Q2	–	Sell	-390	Closed	-$23K	–	654
2021 Q1	$23K	Hold	390	–	–	﹤0.01%	388
2020 Q4	$23K	Hold	390	–	–	﹤0.01%	388
2020 Q3	$21K	Hold	390	–	–	﹤0.01%	386
2020 Q2	$18K	Sell	390 -25	-6%	-$1.09K	﹤0.01%	382
2020 Q1	$15K	Buy	415 +185	+80%	+$7.74K	﹤0.01%	378
2019 Q4	$10K	Buy	230 +140	+156%	+$5.57K	﹤0.01%	457
2019 Q3	$3K	Sell	90 -20	-18%	-$776	﹤0.01%	572
2019 Q2	$4K	Sell	110 -15	-12%	-$561	﹤0.01%	511
2019 Q1	$5K	Hold	125	–	–	﹤0.01%	443
2018 Q4	$4K	Sell	125 -15	-11%	-$507	﹤0.01%	477
2018 Q3	$5K	Buy	140 +80	+133%	+$2.9K	﹤0.01%	398
2018 Q2	$2K	Hold	60	–	–	﹤0.01%	353
2018 Q1	$2K	Sell	60 -20	-25%	-$664	﹤0.01%	120
2017 Q4	$3K	Hold	80	–	–	﹤0.01%	105
2017 Q3	$2K	Hold	80	–	–	﹤0.01%	92
2017 Q2	$2K	Sell	80 -115	-59%	-$3.16K	﹤0.01%	91
2017 Q1	$5K	Hold	195	–	–	﹤0.01%	94
2016 Q4	$5K	Hold	195	–	–	﹤0.01%	82
2016 Q3	$5K	Hold	195	–	–	﹤0.01%	81
2016 Q2	$5K	Sell	195 -40	-17%	-$943	﹤0.01%	79
2016 Q1	$6K	Hold	235	–	–	﹤0.01%	77
2015 Q4	$6K	Hold	235	–	–	﹤0.01%	75
2015 Q3	$5K	Hold	235	–	–	﹤0.01%	74
2015 Q2	$6K	Sell	235 -10	-4%	-$240	﹤0.01%	77
2015 Q1	$6K	Buy	245 +125	+104%	+$2.92K	﹤0.01%	79
2014 Q4	$3K	Sell	120 -500	-81%	-$11.1K	﹤0.01%	80
2014 Q3	$13K	Hold	620	–	–	﹤0.01%	73
2014 Q2	$13K	Sell	620 -105	-14%	-$2.14K	﹤0.01%	73
2014 Q1	$14K	Hold	725	–	–	﹤0.01%	101
2013 Q4	$14K	Hold	725	–	–	﹤0.01%	96
2013 Q3	$13K	Hold	725	–	–	﹤0.01%	104
2013 Q2	$12K	Buy	+725	New	+$12.1K	﹤0.01%	101

Other funds holding ILCG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FWP

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

AAS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TD Ameritrade Investment Management's ILCG Position: Q1 2023 in Review

TD Ameritrade Investment Management sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2023, closing a stake of 58 shares — an estimated $3K sold.

TD Ameritrade Investment Management first reported a position in ILCG in Q2 2013 and held it in 38 quarters. The position peaked at $37K in Q4 2021. 204 funds tracked by Wall St. Rank hold ILCG as of Q1 2023.

TD Ameritrade Investment Management reported no remaining iShares Morningstar Growth ETF position as of Q1 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 58 iShares Morningstar Growth ETF shares in Q1 2023, an estimated $3K.
TD Ameritrade Investment Management first reported a position in iShares Morningstar Growth ETF in Q2 2013 and held it in 38 quarters.
TD Ameritrade Investment Management's iShares Morningstar Growth ETF position peaked at $37K in Q4 2021.
204 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2023, filed 15 May 2023.