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Correct Capital Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Correct Capital Wealth Management’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
Q2 		– Sell
-231,201
Closed -$16.3M – 127
2024
Q1 		$16.3M Sell
231,201
-3,173
-1% -$211K 3.77% 12
2023
Q4 		$15.1M Buy
+234,374
New +$13.8M 3.82% 12

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $79.5B AUM 27.1% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Correct Capital Wealth Management's IMCG Position: Q2 2024 in Review

Correct Capital Wealth Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2024, closing a stake of 231,201 shares — an estimated $16.3M sold.

Correct Capital Wealth Management first reported a position in IMCG in Q4 2023 and held it in 2 quarters. The position peaked at $16.3M in Q1 2024. 294 funds tracked by Wall St. Rank hold IMCG as of Q2 2024.

  • Correct Capital Wealth Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Correct Capital Wealth Management sold 231,201 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $16.3M.
  • Correct Capital Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 2 quarters.
  • Correct Capital Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $16.3M in Q1 2024.
  • 294 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Correct Capital Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.