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WealthSource Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

WealthSource Partners’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
2020
Q1 		– Sell
-20,255
Closed -$851K – 380
2019
Q4 		$851K Buy
+20,255
New +$805K 0.11% 157
2016
Q2 		– Sell
-13,410
Closed -$317K – 275
2016
Q1 		$317K Buy
+13,410
New +$302K 0.13% 155

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

WealthSource Partners's ILCG Position: Q1 2020 in Review

WealthSource Partners sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2020, closing a stake of 20,255 shares — an estimated $851K sold.

WealthSource Partners first reported a position in ILCG in Q1 2016 and held it in 2 quarters. The position peaked at $851K in Q4 2019. 141 funds tracked by Wall St. Rank hold ILCG as of Q1 2020.

  • WealthSource Partners reported no remaining iShares Morningstar Growth ETF position as of Q1 2020 after selling out during the quarter.
  • WealthSource Partners sold 20,255 iShares Morningstar Growth ETF shares in Q1 2020, an estimated $851K.
  • WealthSource Partners first reported a position in iShares Morningstar Growth ETF in Q1 2016 and held it in 2 quarters.
  • WealthSource Partners's iShares Morningstar Growth ETF position peaked at $851K in Q4 2019.
  • 141 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2020.

Based on WealthSource Partners's 13F filing for Q1 2020, filed 12 May 2020.