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Black Swift Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Black Swift Group’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
2025
Q1 		– Sell
-31,700
Closed -$2.39M – 133
2024
Q4 		$2.39M Buy
+31,700
New +$2.43M 0.51% 39

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Black Swift Group's IMCG Position: Q1 2025 in Review

Black Swift Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2025, closing a stake of 31,700 shares — an estimated $2.39M sold.

Black Swift Group first reported a position in IMCG in Q4 2024 and held it in 1 quarter. The position peaked at $2.39M in Q4 2024. 357 funds tracked by Wall St. Rank hold IMCG as of Q1 2025.

  • Black Swift Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Black Swift Group sold 31,700 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $2.39M.
  • Black Swift Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Black Swift Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.39M in Q4 2024.
  • 357 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Black Swift Group's 13F filing for Q1 2025, filed 6 May 2025.