CA
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Cetera Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Cetera Advisors’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 		$1.37M Buy
19,366
+9,113
+89% +$607K 0.01% 1006
2023
Q4 		$661K Buy
10,253
+1,985
+24% +$117K 0.01% 973
2023
Q3 		$472K Buy
8,268
+689
+9% +$41.6K 0.01% 1095
2023
Q2 		$462K Buy
7,579
+441
+6% +$25.3K 0.01% 1102
2023
Q1 		$411K Buy
7,138
+2,438
+52% +$139K 0.01% 1120
2022
Q4 		$253K Buy
4,700
+376
+9% +$20.3K ﹤0.01% 1322
2022
Q3 		$218K Sell
4,324
-4,215
-49% -$235K 0.01% 1096
2022
Q2 		$444K Buy
8,539
+377
+5% +$21.5K 0.01% 896
2022
Q1 		$525K Sell
8,162
-971
-11% -$62.5K 0.01% 857
2021
Q4 		$669K Buy
9,133
+441
+5% +$32.1K 0.01% 765
2021
Q3 		$599K Sell
8,692
-85
-1% -$6K 0.01% 809
2021
Q2 		$605K Sell
8,777
-805
-8% -$53.1K 0.01% 736
2021
Q1 		$604K Buy
9,582
+252
+3% +$16.3K 0.02% 665
2020
Q4 		$595K Buy
9,330
+504
+6% +$29.7K 0.02% 572
2020
Q3 		$471K Buy
8,826
+696
+9% +$36.3K 0.02% 582
2020
Q2 		$397K Buy
8,130
+1,956
+32% +$86.1K 0.02% 607
2020
Q1 		$224K Buy
+6,174
New +$262K 0.01% 690

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