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Brookstone Capital Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Brookstone Capital 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
2022
Q1 		– Sell
-4,263
Closed -$292K – 804
2021
Q4 		$292K Buy
4,263
+573
+16% +$41.7K 0.01% 635
2021
Q3 		$260K Sell
3,690
-11,324
-75% -$800K ﹤0.01% 637
2021
Q2 		$1.04M Sell
15,014
-3,850
-20% -$254K 0.02% 360
2021
Q1 		$1.19M Buy
18,864
+6,180
+49% +$400K 0.05% 234
2020
Q4 		$809K Sell
12,684
-10,302
-45% -$608K 0.03% 261
2020
Q3 		$1.23M Sell
22,986
-29,484
-56% -$1.54M 0.06% 191
2020
Q2 		$2.56M Buy
+52,470
New +$2.31M 0.16% 95

Other funds holding IMCG

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.59B AUM 18.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return