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Asset Management Corp’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Asset Management Corp’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
2023
Q1 		$238K Buy
4,139
+104
+3% +$5.95K 0.19% 110
2022
Q4 		$217K Buy
+4,035
New +$217K 0.18% 127

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Asset Management Corp's IMCG Position: Q1 2023 in Review

Asset Management Corp increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.6% in Q1 2023, buying an estimated $5.95K and bringing the position to 4,139 shares worth $238K. The position accounts for 0.19% of the portfolio, ranked #110.

Asset Management Corp first reported a position in IMCG in Q4 2022 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold IMCG as of Q1 2023.

  • Asset Management Corp held 4,139 shares of iShares Morningstar Mid-Cap Growth ETF worth $238K as of Q1 2023.
  • Asset Management Corp bought 104 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2023, an estimated $5.95K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.19% of Asset Management Corp's portfolio in Q1 2023, its #110 holding.
  • Asset Management Corp first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.