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Washington Trust’s iShares Morningstar Growth ETF ILCG Stock Holding History

Washington Trust’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
2021
Q4 		– Sell
-750
Closed -$49K – 1007
2021
Q3 		$49K Hold
750
– – ﹤0.01% 526
2021
Q2 		$49K Sell
750
-350
-32% -$21.5K ﹤0.01% 524
2021
Q1 		$63K Hold
1,100
– – ﹤0.01% 461
2020
Q4 		$64K Hold
1,100
– – ﹤0.01% 447
2020
Q3 		$59K Buy
+1,100
New +$56.7K ﹤0.01% 416

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Washington Trust's ILCG Position: Q4 2021 in Review

Washington Trust sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2021, closing a stake of 750 shares — an estimated $49K sold.

Washington Trust first reported a position in ILCG in Q3 2020 and held it in 5 quarters. The position peaked at $64K in Q4 2020. 206 funds tracked by Wall St. Rank hold ILCG as of Q4 2021.

  • Washington Trust reported no remaining iShares Morningstar Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Washington Trust sold 750 iShares Morningstar Growth ETF shares in Q4 2021, an estimated $49K.
  • Washington Trust first reported a position in iShares Morningstar Growth ETF in Q3 2020 and held it in 5 quarters.
  • Washington Trust's iShares Morningstar Growth ETF position peaked at $64K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.