Csenge Advisory Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Csenge Advisory Group’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	–	Sell	-11,368	Closed	-$733K	–	730
2023 Q4	$733K	Buy	+11,368	New	+$668K	0.05%	311
2022 Q1	–	Sell	-7,000	Closed	-$485K	–	659
2021 Q4	$485K	Buy	7,000 +1,795	+34%	+$131K	0.04%	345
2021 Q3	$362K	Sell	5,205 -1,795	-26%	-$127K	0.03%	429
2021 Q2	$485K	Buy	7,000 +10	+0.1%	+$660	0.04%	346
2021 Q1	$456K	Buy	+6,990	New	+$453K	0.05%	300

Other funds holding IMCG

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

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

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

Csenge Advisory Group's IMCG Position: Q1 2024 in Review

Csenge Advisory Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2024, closing a stake of 11,368 shares — an estimated $733K sold.

Csenge Advisory Group first reported a position in IMCG in Q1 2021 and held it in 5 quarters. The position peaked at $733K in Q4 2023. 299 funds tracked by Wall St. Rank hold IMCG as of Q1 2024.

Csenge Advisory Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Csenge Advisory Group sold 11,368 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $733K.
Csenge Advisory Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2021 and held it in 5 quarters.
Csenge Advisory Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $733K in Q4 2023.
299 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on Csenge Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.