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Brightworth’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Brightworth’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
2022
Q3 		– Sell
-19,887
Closed -$1.03M – 131
2022
Q2 		$1.03M Buy
+19,887
New +$1.13M 0.11% 67

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Brightworth's IMCG Position: Q3 2022 in Review

Brightworth sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2022, closing a stake of 19,887 shares — an estimated $1.03M sold.

Brightworth first reported a position in IMCG in Q2 2022 and held it in 1 quarter. The position peaked at $1.03M in Q2 2022. 216 funds tracked by Wall St. Rank hold IMCG as of Q3 2022.

  • Brightworth reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Brightworth sold 19,887 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2022, an estimated $1.03M.
  • Brightworth first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Brightworth's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.03M in Q2 2022.
  • 216 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.