Aveo Capital Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Aveo Capital Partners’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 Q1	–	Sell	-4,879	Closed	-$314K	–	374
2023 Q4	$314K	Buy	+4,879	New	+$287K	0.04%	264
2020 Q4	–	Sell	-33,450	Closed	-$1.79M	–	113
2020 Q3	$1.79M	Buy	+33,450	New	+$1.74M	0.64%	37
2020 Q1	–	Sell	-12,732	Closed	-$558K	–	173
2019 Q4	$558K	Buy	+12,732	New	+$534K	0.22%	103

Other funds holding IMCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

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

Aveo Capital Partners's IMCG Position: Q1 2024 in Review

Aveo Capital Partners sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2024, closing a stake of 4,879 shares — an estimated $314K sold.

Aveo Capital Partners first reported a position in IMCG in Q4 2019 and held it in 3 quarters. The position peaked at $1.79M in Q3 2020. 299 funds tracked by Wall St. Rank hold IMCG as of Q1 2024.

Aveo Capital Partners reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Aveo Capital Partners sold 4,879 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $314K.
Aveo Capital Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 3 quarters.
Aveo Capital Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.79M in Q3 2020.
299 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on Aveo Capital Partners's 13F filing for Q1 2024, filed 6 May 2024.