Advisory Alpha’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Advisory Alpha’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
2022 Q2	–	Sell	-5,724	Closed	-$368K	–	260
2022 Q1	$368K	Buy	5,724 +1,064	+23%	+$68.5K	0.02%	199
2021 Q4	$341K	Buy	+4,660	New	+$339K	0.02%	204

Other funds holding IMCG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisory Alpha's IMCG Position: Q2 2022 in Review

Advisory Alpha sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2022, closing a stake of 5,724 shares — an estimated $368K sold.

Advisory Alpha first reported a position in IMCG in Q4 2021 and held it in 2 quarters. The position peaked at $368K in Q1 2022. 217 funds tracked by Wall St. Rank hold IMCG as of Q2 2022.

Advisory Alpha reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Advisory Alpha sold 5,724 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $368K.
Advisory Alpha first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
Advisory Alpha's iShares Morningstar Mid-Cap Growth ETF position peaked at $368K in Q1 2022.
217 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on Advisory Alpha's 13F filing for Q2 2022, filed 15 Jul 2022.