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Thrive Capital Management (Pennsylvania)’s iShares Morningstar Growth ETF ILCG Stock Holding History

Thrive Capital Management (Pennsylvania)’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
Q2 		– Sell
-911,743
Closed -$47M – 196
2024
Q1 		$47M Buy
+911,743
New +$65.7M 25.04% 1

Other funds holding ILCG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
Commonwealth Equity Services
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

Thrive Capital Management (Pennsylvania)'s ILCG Position: Q2 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2024, closing a stake of 911,743 shares — an estimated $47M sold.

Thrive Capital Management (Pennsylvania) first reported a position in ILCG in Q1 2024 and held it in 1 quarter. The position peaked at $47M in Q1 2024. 254 funds tracked by Wall St. Rank hold ILCG as of Q2 2024.

  • Thrive Capital Management (Pennsylvania) reported no remaining iShares Morningstar Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 911,743 iShares Morningstar Growth ETF shares in Q2 2024, an estimated $47M.
  • Thrive Capital Management (Pennsylvania) first reported a position in iShares Morningstar Growth ETF in Q1 2024 and held it in 1 quarter.
  • Thrive Capital Management (Pennsylvania)'s iShares Morningstar Growth ETF position peaked at $47M in Q1 2024.
  • 254 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2024, filed 9 Aug 2024.