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David Shaw’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

David Shaw’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
-6,810
Closed -$497K – 4602
2024
Q3 		$497K Buy
6,810
+2,143
+46% +$149K ﹤0.01% 3705
2024
Q2 		$316K Buy
+4,667
New +$317K ﹤0.01% 3862

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
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
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

David Shaw's IMCG Position: Q4 2024 in Review

David Shaw sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2024, closing a stake of 6,810 shares — an estimated $497K sold.

David Shaw first reported a position in IMCG in Q2 2024 and held it in 2 quarters. The position peaked at $497K in Q3 2024. 356 funds tracked by Wall St. Rank hold IMCG as of Q4 2024.

  • David Shaw reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • David Shaw sold 6,810 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $497K.
  • David Shaw first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2024 and held it in 2 quarters.
  • David Shaw's iShares Morningstar Mid-Cap Growth ETF position peaked at $497K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on D.E. Shaw & Co's 13F filing for Q4 2024, filed 14 Feb 2025.