Aspire Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Aspire Wealth Management’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 Q3	$156K	Buy	2,136 +33	+2%	+$2.29K	0.08%	105
2024 Q2	$142K	Buy	2,103 +3	+0.1%	+$204	0.08%	104
2024 Q1	$148K	Buy	2,100 +4	+0.2%	+$266	0.09%	106
2023 Q4	$135K	Sell	2,096 -1,200	-36%	-$70.5K	0.09%	103
2023 Q3	$188K	Hold	3,296	–	–	0.14%	91
2023 Q2	$201K	Sell	3,296 -43	-1%	-$2.47K	0.15%	87
2023 Q1	$192K	Buy	3,339 +350	+12%	+$20K	0.16%	89
2022 Q4	$161K	Buy	2,989 +1,731	+138%	+$93.2K	0.14%	91
2022 Q3	$63K	Hold	1,258	–	–	0.06%	108
2022 Q2	$65K	Buy	1,258 +1,126	+853%	+$64.1K	0.06%	114
2022 Q1	$8K	Buy	+132	New	+$8.5K	0.01%	153

Other funds holding IMCG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Aspire Wealth Management's IMCG Position: Q3 2024 in Review

Aspire Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.6% in Q3 2024, buying an estimated $2.29K and bringing the position to 2,136 shares worth $156K. The position accounts for 0.08% of the portfolio, ranked #105.

Aspire Wealth Management first reported a position in IMCG in Q1 2022 and has held it in 11 quarters since. The position peaked at $201K in Q2 2023. 316 funds tracked by Wall St. Rank hold IMCG as of Q3 2024.

Aspire Wealth Management held 2,136 shares of iShares Morningstar Mid-Cap Growth ETF worth $156K as of Q3 2024.
Aspire Wealth Management bought 33 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $2.29K.
iShares Morningstar Mid-Cap Growth ETF made up 0.08% of Aspire Wealth Management's portfolio in Q3 2024, its #105 holding.
Aspire Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 11 quarters since.
Aspire Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $201K in Q2 2023.
316 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.