WFG Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

WFG 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
2017 Q2	$29K	Buy	+1,050	New	+$28.9K	0.01%	852
2017 Q1	–	Sell	-1,050	Closed	-$25K	–	1572
2016 Q4	$25K	Buy	1,050 +5	+0.5%	+$120	0.01%	881
2016 Q3	$25K	Hold	1,045	–	–	0.01%	891
2016 Q2	$24K	Buy	1,045 +5	+0.5%	+$118	0.01%	878
2016 Q1	$25K	Hold	1,040	–	–	0.01%	830
2015 Q4	$25K	Buy	1,040 +10	+1%	+$242	0.01%	836
2015 Q3	$23K	Hold	1,030	–	–	0.01%	853
2015 Q2	$24K	Hold	1,030	–	–	0.01%	924
2015 Q1	$24K	Sell	1,030 -370	-26%	-$8.63K	0.01%	932
2014 Q4	$32K	Buy	1,400 +5	+0.4%	+$111	0.01%	1067
2014 Q3	$30K	Hold	1,395	–	–	0.01%	1122
2014 Q2	$30K	Buy	1,395 +5	+0.4%	+$102	0.01%	1113
2014 Q1	$28K	Buy	1,390 +5	+0.4%	+$100	0.01%	1124
2013 Q4	$28K	Buy	1,385 +1,015	+274%	+$19.2K	﹤0.01%	1200
2013 Q3	$7K	Buy	370 +5	+1%	+$87	﹤0.01%	1633
2013 Q2	$6K	Buy	+365	New	+$6.09K	﹤0.01%	1608

Other funds holding ILCG

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

WFG Advisors's ILCG Position: Q2 2017 in Review

WFG Advisors opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2017: 1,050 shares worth $29K. The stake represents 0.01% of the portfolio and ranks #852 among its holdings. This is a return to the name: WFG Advisors previously reported a position in ILCG as recently as Q4 2016.

WFG Advisors first reported a position in ILCG in Q2 2013 and has held it in 16 quarters since. The position peaked at $32K in Q4 2014. 94 funds tracked by Wall St. Rank hold ILCG as of Q2 2017.

WFG Advisors held 1,050 shares of iShares Morningstar Growth ETF worth $29K as of Q2 2017.
iShares Morningstar Growth ETF was a new WFG Advisors position in Q2 2017.
iShares Morningstar Growth ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #852 holding.
WFG Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2013 and has held it in 16 quarters since.
WFG Advisors's iShares Morningstar Growth ETF position peaked at $32K in Q4 2014.
94 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.