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WJ Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

WJ Wealth Management’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
Q3 		– Sell
-77,540
Closed -$3.64M – 39
2020
Q2 		$3.64M Buy
+77,540
New +$3.37M 2.55% 12

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WJ Wealth Management's ILCG Position: Q3 2020 in Review

WJ Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2020, closing a stake of 77,540 shares — an estimated $3.64M sold.

WJ Wealth Management first reported a position in ILCG in Q2 2020 and held it in 1 quarter. The position peaked at $3.64M in Q2 2020. 168 funds tracked by Wall St. Rank hold ILCG as of Q3 2020.

  • WJ Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q3 2020 after selling out during the quarter.
  • WJ Wealth Management sold 77,540 iShares Morningstar Growth ETF shares in Q3 2020, an estimated $3.64M.
  • WJ Wealth Management first reported a position in iShares Morningstar Growth ETF in Q2 2020 and held it in 1 quarter.
  • WJ Wealth Management's iShares Morningstar Growth ETF position peaked at $3.64M in Q2 2020.
  • 168 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2020.

Based on WJ Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.