VVP
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Venture Visionary Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Venture Visionary Partners’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
Q3 		– Sell
-1,120
Closed -$56.1K – 977
2022
Q2 		$56.1K Buy
+1,120
New +$62.1K ﹤0.01% 771

Other funds holding ILCG

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Venture Visionary Partners's ILCG Position: Q3 2022 in Review

Venture Visionary Partners sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2022, closing a stake of 1,120 shares — an estimated $56.1K sold.

Venture Visionary Partners first reported a position in ILCG in Q2 2022 and held it in 1 quarter. The position peaked at $56.1K in Q2 2022. 183 funds tracked by Wall St. Rank hold ILCG as of Q3 2022.

  • Venture Visionary Partners reported no remaining iShares Morningstar Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 1,120 iShares Morningstar Growth ETF shares in Q3 2022, an estimated $56.1K.
  • Venture Visionary Partners first reported a position in iShares Morningstar Growth ETF in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's iShares Morningstar Growth ETF position peaked at $56.1K in Q2 2022.
  • 183 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.