Bartlett & Co’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bartlett & Co’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 Q4	$65K	Buy	+1,002	New	+$58.9K	﹤0.01%	651

Other funds holding IMCG

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bartlett & Co's IMCG Position: Q4 2023 in Review

Bartlett & Co opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2023: 1,002 shares worth $65K. The stake represents ﹤0.01% of the portfolio and ranks #651 among its holdings.

296 funds tracked by Wall St. Rank hold IMCG as of Q4 2023.

Bartlett & Co held 1,002 shares of iShares Morningstar Mid-Cap Growth ETF worth $65K as of Q4 2023.
iShares Morningstar Mid-Cap Growth ETF was a new Bartlett & Co position in Q4 2023.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #651 holding.
296 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.