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

Visionary 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
2024
Q3 		– Sell
-2,912
Closed -$237K – 544
2024
Q2 		$237K Hold
2,912
– – 0.02% 459
2024
Q1 		$220K Buy
+2,912
New +$210K 0.01% 461
2022
Q1 		– Sell
-2,866
Closed -$206K – 445
2021
Q4 		$206K Buy
+2,866
New +$202K 0.02% 357

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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Visionary Wealth Advisors's ILCG Position: Q3 2024 in Review

Visionary Wealth Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2024, closing a stake of 2,912 shares — an estimated $237K sold.

Visionary Wealth Advisors first reported a position in ILCG in Q4 2021 and held it in 3 quarters. The position peaked at $237K in Q2 2024. 252 funds tracked by Wall St. Rank hold ILCG as of Q3 2024.

  • Visionary Wealth Advisors reported no remaining iShares Morningstar Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 2,912 iShares Morningstar Growth ETF shares in Q3 2024, an estimated $237K.
  • Visionary Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2021 and held it in 3 quarters.
  • Visionary Wealth Advisors's iShares Morningstar Growth ETF position peaked at $237K in Q2 2024.
  • 252 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2024.

Based on Visionary Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.