Arkadios Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Arkadios Wealth 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 Q2	–	Sell	-8,817	Closed	-$567K	–	575
2022 Q1	$567K	Sell	8,817 -4,009	-31%	-$258K	0.07%	287
2021 Q4	$939K	Sell	12,826 -4,222	-25%	-$307K	0.12%	196
2021 Q3	$1.17M	Sell	17,048 -2,428	-12%	-$171K	0.17%	140
2021 Q2	$1.34M	Buy	19,476 +6,546	+51%	+$432K	0.16%	157
2021 Q1	$814K	Sell	12,930 -162	-1%	-$10.5K	0.13%	178
2020 Q4	$834K	Buy	13,092 +12,876	+5,961%	+$760K	0.18%	131
2020 Q3	$12.4K	Sell	216 -120	-36%	-$6.26K	0.01%	702
2020 Q2	$16.8K	Buy	+336	New	+$14.8K	0.01%	576

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

Arkadios Wealth Advisors's IMCG Position: Q2 2022 in Review

Arkadios Wealth Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2022, closing a stake of 8,817 shares — an estimated $567K sold.

Arkadios Wealth Advisors first reported a position in IMCG in Q2 2020 and held it in 8 quarters. The position peaked at $1.34M in Q2 2021. 217 funds tracked by Wall St. Rank hold IMCG as of Q2 2022.

Arkadios Wealth Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 8,817 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $567K.
Arkadios Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and held it in 8 quarters.
Arkadios Wealth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.34M in Q2 2021.
217 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.