VisionPoint Advisory Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

VisionPoint Advisory Group’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
2025 Q1	–	Sell	-11,525	Closed	-$1.03M	–	254
2024 Q4	$1.03M	Buy	+11,525	New	+$1.02M	0.35%	77
2024 Q2	–	Sell	-9,802	Closed	-$740K	–	845
2024 Q1	$740K	Buy	9,802 +1,228	+14%	+$88.5K	0.27%	94
2023 Q4	$581K	Buy	+8,574	New	+$542K	0.21%	86
2023 Q3	–	Sell	-5,671	Closed	-$354K	–	754
2023 Q2	$354K	Buy	+5,671	New	+$326K	0.14%	105

Other funds holding ILCG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

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

VisionPoint Advisory Group's ILCG Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2025, closing a stake of 11,525 shares — an estimated $1.03M sold.

VisionPoint Advisory Group first reported a position in ILCG in Q2 2023 and held it in 4 quarters. The position peaked at $1.03M in Q4 2024. 272 funds tracked by Wall St. Rank hold ILCG as of Q1 2025.

VisionPoint Advisory Group reported no remaining iShares Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 11,525 iShares Morningstar Growth ETF shares in Q1 2025, an estimated $1.03M.
VisionPoint Advisory Group first reported a position in iShares Morningstar Growth ETF in Q2 2023 and held it in 4 quarters.
VisionPoint Advisory Group's iShares Morningstar Growth ETF position peaked at $1.03M in Q4 2024.
272 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.