AWA
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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 0.13% 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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $75B AUM 31.89% 1-Year Est. Return