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Cetera Advisor Networks’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Cetera Advisor Networks’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
Q1 		$11.1M Sell
156,722
-4,741
-3% -$316K 0.05% 352
2023
Q4 		$10.4M Sell
161,463
-2,867
-2% -$168K 0.06% 339
2023
Q3 		$9.39M Buy
164,330
+41,905
+34% +$2.53M 0.06% 332
2023
Q2 		$7.46M Buy
122,425
+15,273
+14% +$876K 0.05% 358
2023
Q1 		$6.17M Buy
107,152
+16,822
+19% +$962K 0.05% 404
2022
Q4 		$4.87M Buy
90,330
+47,342
+110% +$2.55M 0.04% 466
2022
Q3 		$2.17M Buy
42,988
+3,277
+8% +$183K 0.03% 557
2022
Q2 		$2.06M Buy
39,711
+2,712
+7% +$154K 0.03% 576
2022
Q1 		$2.38M Buy
36,999
+2,455
+7% +$158K 0.03% 556
2021
Q4 		$2.53M Buy
34,544
+17,728
+105% +$1.29M 0.03% 515
2021
Q3 		$1.16M Buy
16,816
+7,156
+74% +$505K 0.02% 770
2021
Q2 		$665K Buy
9,660
+6,084
+170% +$401K 0.01% 1029
2021
Q1 		$225K Buy
3,576
+150
+4% +$9.71K ﹤0.01% 1306
2020
Q4 		$218K Buy
+3,426
New +$202K 0.01% 1214
2020
Q3 		– Sell
-3,060
Closed -$150K – 2074
2020
Q2 		$150K Buy
+3,060
New +$135K ﹤0.01% 1271
2016
Q1 		– Sell
-16,254
Closed -$415K – 838
2015
Q4 		$415K Buy
16,254
+4,032
+33% +$105K 0.03% 492
2015
Q3 		$304K Buy
+12,222
New +$328K 0.02% 569

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Cetera Advisor Networks's IMCG Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.9% in Q1 2024, selling an estimated $316K and leaving 156,722 shares worth $11.1M. The position accounts for 0.05% of the portfolio, ranked #352.

Cetera Advisor Networks first reported a position in IMCG in Q3 2015 and has held it in 17 quarters since. 299 funds tracked by Wall St. Rank hold IMCG as of Q1 2024.

  • Cetera Advisor Networks held 156,722 shares of iShares Morningstar Mid-Cap Growth ETF worth $11.1M as of Q1 2024.
  • Cetera Advisor Networks sold 4,741 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $316K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.05% of Cetera Advisor Networks's portfolio in Q1 2024, its #352 holding.
  • Cetera Advisor Networks first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2015 and has held it in 17 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.