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Arden Trust’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Arden Trust’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
Q2 		$1.81M Hold
26,661
– – 0.25% 60
2024
Q1 		$1.88M Hold
26,661
– – 0.26% 58
2023
Q4 		$1.72M Buy
+26,661
New +$1.57M 0.25% 62

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arden Trust's IMCG Position: Q2 2024 in Review

Arden Trust held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2024 at 26,661 shares worth $1.81M. The position accounts for 0.25% of the portfolio, ranked #60.

Arden Trust first reported a position in IMCG in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.88M in Q1 2024. 294 funds tracked by Wall St. Rank hold IMCG as of Q2 2024.

  • Arden Trust held 26,661 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.81M as of Q2 2024.
  • Arden Trust left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2024.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.25% of Arden Trust's portfolio in Q2 2024, its #60 holding.
  • Arden Trust first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • Arden Trust's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.88M in Q1 2024.
  • 294 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.