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

Baystate 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
2023
Q4 		$44.7K Buy
693
+4
+0.6% +$235 ﹤0.01% 403
2023
Q3 		$39.4K Hold
689
– – ﹤0.01% 376
2023
Q2 		$42K Buy
689
+1
+0.1% +$57 ﹤0.01% 349
2023
Q1 		$39.6K Buy
+688
New +$39.3K ﹤0.01% 363

Other funds holding IMCG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baystate Wealth Management's IMCG Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.58% in Q4 2023, buying an estimated $235 and bringing the position to 693 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Baystate Wealth Management first reported a position in IMCG in Q1 2023 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold IMCG as of Q4 2023.

  • Baystate Wealth Management held 693 shares of iShares Morningstar Mid-Cap Growth ETF worth $44.7K as of Q4 2023.
  • Baystate Wealth Management bought 4 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2023, an estimated $235.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #403 holding.
  • Baystate Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 4 quarters since.
  • 296 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.