American Portfolios Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

American Portfolios Advisors’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 Q3	$1.38M	Buy	27,467 +1,824	+7%	+$102K	0.06%	329
2022 Q2	$1.33M	Sell	25,643 -5,077	-17%	-$289K	0.05%	344
2022 Q1	$1.97M	Buy	30,720 +621	+2%	+$40K	0.07%	280
2021 Q4	$2.2M	Buy	30,099 +3,801	+14%	+$276K	0.07%	264
2021 Q3	$1.81M	Buy	26,298 +8,777	+50%	+$620K	0.07%	287
2021 Q2	$1.21M	Buy	17,521 +511	+3%	+$33.7K	0.05%	387
2021 Q1	$1.07M	Buy	17,010 +960	+6%	+$62.2K	0.05%	381
2020 Q4	$1.02M	Buy	16,050 +3,156	+24%	+$186K	0.05%	336
2020 Q3	$689K	Buy	12,894 +7,062	+121%	+$368K	0.04%	402
2020 Q2	$285K	Hold	5,832	–	–	0.02%	617
2020 Q1	$212K	Buy	5,832 +1,704	+41%	+$72.3K	0.02%	629
2019 Q4	$181K	Buy	4,128 +1,704	+70%	+$71.5K	0.01%	775
2019 Q3	$98.3K	Hold	2,424	–	–	0.01%	1004
2019 Q2	$102K	Hold	2,424	–	–	0.01%	973
2019 Q1	$95.1K	Hold	2,424	–	–	0.01%	921
2018 Q4	$78.5K	Hold	2,424	–	–	0.01%	829
2018 Q3	$95.2K	Hold	2,424	–	–	0.01%	850
2018 Q2	$88.4K	Buy	2,424 +720	+42%	+$25.8K	0.01%	849
2018 Q1	$59.5K	Hold	1,704	–	–	0.01%	946
2017 Q4	$57.5K	Buy	+1,704	New	+$56K	0.01%	935

Other funds holding IMCG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

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

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

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

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

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

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

BWL

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

American Portfolios Advisors's IMCG Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 7.1% in Q3 2022, buying an estimated $102K and bringing the position to 27,467 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #329.

American Portfolios Advisors first reported a position in IMCG in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.2M in Q4 2021. 216 funds tracked by Wall St. Rank hold IMCG as of Q3 2022.

American Portfolios Advisors held 27,467 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.38M as of Q3 2022.
American Portfolios Advisors bought 1,824 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2022, an estimated $102K.
iShares Morningstar Mid-Cap Growth ETF made up 0.06% of American Portfolios Advisors's portfolio in Q3 2022, its #329 holding.
American Portfolios Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.2M in Q4 2021.
216 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.