Benjamin F. Edwards & Company’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$340K	Sell	5,017 -11	-0.2%	-$748	0.01%	785
2024 Q1	$355K	Sell	5,028 -174	-3%	-$11.6K	0.01%	742
2023 Q4	$335K	Sell	5,202 -83	-2%	-$4.88K	0.01%	723
2023 Q3	$302K	Buy	5,285 +95	+2%	+$5.73K	0.01%	628
2023 Q2	$316K	Buy	5,190 +57	+1%	+$3.27K	0.01%	613
2023 Q1	$295K	Sell	5,133 -547	-10%	-$31.3K	0.01%	607
2022 Q4	$306K	Sell	5,680 -1,032	-15%	-$55.6K	0.01%	596
2022 Q3	$338K	Buy	6,712 +1,607	+31%	+$89.6K	0.02%	524
2022 Q2	$265K	Buy	+5,105	New	+$291K	0.01%	596

Other funds holding IMCG

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

AWM

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

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

AAS

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

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

Benjamin F. Edwards & Company's IMCG Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.22% in Q2 2024, selling an estimated $748 and leaving 5,017 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #785.

Benjamin F. Edwards & Company first reported a position in IMCG in Q2 2022 and has held it in 9 quarters since. The position peaked at $355K in Q1 2024. 294 funds tracked by Wall St. Rank hold IMCG as of Q2 2024.

Benjamin F. Edwards & Company held 5,017 shares of iShares Morningstar Mid-Cap Growth ETF worth $340K as of Q2 2024.
Benjamin F. Edwards & Company sold 11 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $748.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #785 holding.
Benjamin F. Edwards & Company first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 9 quarters since.
Benjamin F. Edwards & Company's iShares Morningstar Mid-Cap Growth ETF position peaked at $355K in Q1 2024.
294 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.