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Concourse Financial Group Securities’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-430
Closed -$34.2K – 1024
2024
Q4 		$34.2K Hold
430
– – ﹤0.01% 1354
2024
Q3 		$31.4K Hold
430
– – ﹤0.01% 1365
2024
Q2 		$29.1K Hold
430
– – ﹤0.01% 1403
2024
Q1 		$30.4K Hold
430
– – ﹤0.01% 1379
2023
Q4 		$27.7K Hold
430
– – ﹤0.01% 1378
2023
Q3 		$24.6K Hold
430
– – ﹤0.01% 1376
2023
Q2 		$26.2K Sell
430
-37
-8% -$2.12K ﹤0.01% 1359
2023
Q1 		$26.9K Hold
467
– – ﹤0.01% 1365
2022
Q4 		$25.2K Buy
467
+40
+9% +$2.15K ﹤0.01% 1381
2022
Q3 		$22K Sell
427
-364
-46% -$20.3K ﹤0.01% 1273
2022
Q2 		$41K Buy
791
+401
+103% +$22.8K ﹤0.01% 1171
2022
Q1 		$25K Hold
390
– – ﹤0.01% 1417
2021
Q4 		$29K Hold
390
– – ﹤0.01% 1507
2021
Q3 		$27K Hold
390
– – ﹤0.01% 1547
2021
Q2 		$27K Hold
390
– – ﹤0.01% 1548
2021
Q1 		$25K Hold
390
– – ﹤0.01% 1493
2020
Q4 		$25K Hold
390
– – ﹤0.01% 1383
2020
Q3 		$21K Buy
+390
New +$20.3K ﹤0.01% 1344
2020
Q2 		– Sell
-306
Closed -$13.5K – 2162
2020
Q1 		$11K Buy
306
+222
+264% +$9.41K ﹤0.01% 1425
2019
Q4 		$4K Sell
84
-156
-65% -$6.54K ﹤0.01% 1686
2019
Q3 		$10K Buy
+240
New +$10K ﹤0.01% 1146

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Concourse Financial Group Securities's IMCG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2025, closing a stake of 430 shares — an estimated $34.2K sold.

Concourse Financial Group Securities first reported a position in IMCG in Q3 2019 and held it in 21 quarters. The position peaked at $41K in Q2 2022. 357 funds tracked by Wall St. Rank hold IMCG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 430 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $34.2K.
  • Concourse Financial Group Securities first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2019 and held it in 21 quarters.
  • Concourse Financial Group Securities's iShares Morningstar Mid-Cap Growth ETF position peaked at $41K in Q2 2022.
  • 357 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.