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Able Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Able Wealth Management’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-43
Closed -$2.77K – 317
2023
Q4 		$2.77K Buy
+43
New +$2.53K ﹤0.01% 413

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Able Wealth Management's IMCG Position: Q1 2024 in Review

Able Wealth Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2024, closing a stake of 43 shares — an estimated $2.77K sold.

Able Wealth Management first reported a position in IMCG in Q4 2023 and held it in 1 quarter. The position peaked at $2.77K in Q4 2023. 299 funds tracked by Wall St. Rank hold IMCG as of Q1 2024.

  • Able Wealth Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 43 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $2.77K.
  • Able Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.77K in Q4 2023.
  • 299 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.