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V Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

V Wealth Advisors’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
2017
Q3 		– Sell
-2,000
Closed -$56K – 444
2017
Q2 		$56K Buy
+2,000
New +$55K 0.03% 297

Other funds holding ILCG

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

V Wealth Advisors's ILCG Position: Q3 2017 in Review

V Wealth Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2017, closing a stake of 2,000 shares — an estimated $56K sold.

V Wealth Advisors first reported a position in ILCG in Q2 2017 and held it in 1 quarter. The position peaked at $56K in Q2 2017. 95 funds tracked by Wall St. Rank hold ILCG as of Q3 2017.

  • V Wealth Advisors reported no remaining iShares Morningstar Growth ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 2,000 iShares Morningstar Growth ETF shares in Q3 2017, an estimated $56K.
  • V Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's iShares Morningstar Growth ETF position peaked at $56K in Q2 2017.
  • 95 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.