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Baldwin Wealth Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Baldwin Wealth 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
Q4 		– Sell
-9,799
Closed -$715K – 618
2024
Q3 		$715K Buy
+9,799
New +$680K 0.05% 152

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

Baldwin Wealth Partners's IMCG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2024, closing a stake of 9,799 shares — an estimated $715K sold.

Baldwin Wealth Partners first reported a position in IMCG in Q3 2024 and held it in 1 quarter. The position peaked at $715K in Q3 2024. 356 funds tracked by Wall St. Rank hold IMCG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 9,799 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $715K.
  • Baldwin Wealth Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $715K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.