CGC Financial Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

CGC Financial Services’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 Q4	–	Sell	-43	Closed	-$3.14K	–	351
2024 Q3	$3.14K	Hold	43	–	–	﹤0.01%	263
2024 Q2	$2.91K	Sell	43 -8,725	-100%	-$593K	﹤0.01%	261
2024 Q1	$620K	Sell	8,768 -7,113	-45%	-$474K	0.32%	23
2023 Q4	$1.02M	Buy	15,881 +7,703	+94%	+$453K	0.47%	17
2023 Q3	$467K	Sell	8,178 -82	-1%	-$4.95K	0.33%	23
2023 Q2	$503K	Buy	+8,260	New	+$474K	0.33%	23

Other funds holding IMCG

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

CGC Financial Services's IMCG Position: Q4 2024 in Review

CGC Financial Services sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2024, closing a stake of 43 shares — an estimated $3.14K sold.

CGC Financial Services first reported a position in IMCG in Q2 2023 and held it in 6 quarters. The position peaked at $1.02M in Q4 2023. 356 funds tracked by Wall St. Rank hold IMCG as of Q4 2024.

CGC Financial Services reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
CGC Financial Services sold 43 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $3.14K.
CGC Financial Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2023 and held it in 6 quarters.
CGC Financial Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.02M in Q4 2023.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on CGC Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.