TI
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Truepoint Inc’s iShares Morningstar Growth ETF ILCG Stock Holding History

Truepoint Inc’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
Q3 		– Sell
-2,514
Closed -$205K – 127
2024
Q2 		$205K Sell
2,514
-291
-10% -$22.3K 0.01% 116
2024
Q1 		$212K Buy
+2,805
New +$202K 0.01% 118
2022
Q1 		– Sell
-3,045
Closed -$219K – 142
2021
Q4 		$219K Buy
+3,045
New +$214K 0.01% 128

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

Truepoint Inc's ILCG Position: Q3 2024 in Review

Truepoint Inc sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2024, closing a stake of 2,514 shares — an estimated $205K sold.

Truepoint Inc first reported a position in ILCG in Q4 2021 and held it in 3 quarters. The position peaked at $219K in Q4 2021. 252 funds tracked by Wall St. Rank hold ILCG as of Q3 2024.

  • Truepoint Inc reported no remaining iShares Morningstar Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Truepoint Inc sold 2,514 iShares Morningstar Growth ETF shares in Q3 2024, an estimated $205K.
  • Truepoint Inc first reported a position in iShares Morningstar Growth ETF in Q4 2021 and held it in 3 quarters.
  • Truepoint Inc's iShares Morningstar Growth ETF position peaked at $219K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2024.

Based on Truepoint Inc's 13F filing for Q3 2024, filed 12 Nov 2024.