VL
ILCG icon

Vima LLC’s iShares Morningstar Growth ETF ILCG Stock Holding History

Vima LLC’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
-115
Closed -$6.37K – 197
2024
Q1 		$6.37K Hold
115
– – 0.01% 275
2023
Q4 		$7.8K Buy
+115
New +$7.27K 0.02% 263

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
Bank of America
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
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 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 $79.5B AUM 27.1% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Vima LLC's ILCG Position: Q2 2024 in Review

Vima LLC sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2024, closing a stake of 115 shares — an estimated $6.37K sold.

Vima LLC first reported a position in ILCG in Q4 2023 and held it in 2 quarters. The position peaked at $7.8K in Q4 2023. 254 funds tracked by Wall St. Rank hold ILCG as of Q2 2024.

  • Vima LLC reported no remaining iShares Morningstar Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Vima LLC sold 115 iShares Morningstar Growth ETF shares in Q2 2024, an estimated $6.37K.
  • Vima LLC first reported a position in iShares Morningstar Growth ETF in Q4 2023 and held it in 2 quarters.
  • Vima LLC's iShares Morningstar Growth ETF position peaked at $7.8K in Q4 2023.
  • 254 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2024.

Based on Vima LLC's 13F filing for Q2 2024, filed 8 Aug 2024.