VF
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VitalStone Financial’s iShares Morningstar Growth ETF ILCG Stock Holding History

VitalStone Financial’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
2023
Q2 		– Sell
-14,708
Closed -$1.06M – 964
2023
Q1 		$1.06M Buy
+14,708
New +$770K 0.87% 28

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
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
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

VitalStone Financial's ILCG Position: Q2 2023 in Review

VitalStone Financial sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2023, closing a stake of 14,708 shares — an estimated $1.06M sold.

VitalStone Financial first reported a position in ILCG in Q1 2023 and held it in 1 quarter. The position peaked at $1.06M in Q1 2023. 217 funds tracked by Wall St. Rank hold ILCG as of Q2 2023.

  • VitalStone Financial reported no remaining iShares Morningstar Growth ETF position as of Q2 2023 after selling out during the quarter.
  • VitalStone Financial sold 14,708 iShares Morningstar Growth ETF shares in Q2 2023, an estimated $1.06M.
  • VitalStone Financial first reported a position in iShares Morningstar Growth ETF in Q1 2023 and held it in 1 quarter.
  • VitalStone Financial's iShares Morningstar Growth ETF position peaked at $1.06M in Q1 2023.
  • 217 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2023.

Based on VitalStone Financial's 13F filing for Q2 2023, filed 21 Aug 2023.