American State Bank (Iowa)’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

American State Bank (Iowa)’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	-90	Closed	-$5.8K	–	210
2023 Q4	$5.8K	Hold	90	–	–	﹤0.01%	297
2023 Q3	$5.14K	Buy	90 +35	+64%	+$2.11K	﹤0.01%	293
2023 Q2	$3.35K	Hold	55	–	–	﹤0.01%	304
2023 Q1	$3.17K	Buy	+55	New	+$3.14K	﹤0.01%	303

Other funds holding IMCG

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

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

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

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

American State Bank (Iowa)'s IMCG Position: Q1 2024 in Review

American State Bank (Iowa) sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2024, closing a stake of 90 shares — an estimated $5.8K sold.

American State Bank (Iowa) first reported a position in IMCG in Q1 2023 and held it in 4 quarters. The position peaked at $5.8K in Q4 2023. 299 funds tracked by Wall St. Rank hold IMCG as of Q1 2024.

American State Bank (Iowa) reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 90 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $5.8K.
American State Bank (Iowa) first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2023 and held it in 4 quarters.
American State Bank (Iowa)'s iShares Morningstar Mid-Cap Growth ETF position peaked at $5.8K in Q4 2023.
299 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.