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

CEDRUS’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 Q3	$7.55M	Buy	103,508 +7,982	+8%	+$554K	2.8%	9
2024 Q2	$6.47M	Buy	95,526 +5,075	+6%	+$345K	3.24%	9
2024 Q1	$6.39M	Buy	90,451 +6,037	+7%	+$402K	3.49%	8
2023 Q4	$5.44M	Buy	84,414 +5,169	+7%	+$304K	3.37%	8
2023 Q3	$4.53M	Buy	79,245 +6,051	+8%	+$365K	3.22%	9
2023 Q2	$4.46M	Sell	73,194 -3,265	-4%	-$187K	3.15%	6
2023 Q1	$4.4M	Buy	76,459 +9,817	+15%	+$561K	3.1%	7
2022 Q4	$3.59M	Buy	66,642 +6,154	+10%	+$331K	2.89%	7
2022 Q3	$3.05M	Buy	60,488 +6,773	+13%	+$378K	2.87%	5
2022 Q2	$2.79M	Buy	53,715 +11,887	+28%	+$677K	2.72%	8
2022 Q1	$2.69M	Buy	41,828 +14,534	+53%	+$936K	2.42%	7
2021 Q4	$2M	Buy	+27,294	New	+$1.98M	1.93%	11

Other funds holding IMCG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

AAS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CEDRUS's IMCG Position: Q3 2024 in Review

CEDRUS increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 8.4% in Q3 2024, buying an estimated $554K and bringing the position to 103,508 shares worth $7.55M. The position accounts for 2.8% of the portfolio, ranked #9.

CEDRUS first reported a position in IMCG in Q4 2021 and has held it in 12 quarters since. 316 funds tracked by Wall St. Rank hold IMCG as of Q3 2024.

CEDRUS held 103,508 shares of iShares Morningstar Mid-Cap Growth ETF worth $7.55M as of Q3 2024.
CEDRUS bought 7,982 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $554K.
iShares Morningstar Mid-Cap Growth ETF made up 2.8% of CEDRUS's portfolio in Q3 2024, its #9 holding.
CEDRUS first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
316 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.