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Echo45 Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Echo45 Advisors’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
2023
Q1 		– Sell
-8,843
Closed -$476K – 57
2022
Q4 		$476K Buy
+8,843
New +$476K 0.43% 23

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Echo45 Advisors's IMCG Position: Q1 2023 in Review

Echo45 Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2023, closing a stake of 8,843 shares — an estimated $476K sold.

Echo45 Advisors first reported a position in IMCG in Q4 2022 and held it in 1 quarter. The position peaked at $476K in Q4 2022. 237 funds tracked by Wall St. Rank hold IMCG as of Q1 2023.

  • Echo45 Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Echo45 Advisors sold 8,843 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2023, an estimated $476K.
  • Echo45 Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Echo45 Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $476K in Q4 2022.
  • 237 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2023.

Based on Echo45 Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.