Element Wealth’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Element Wealth’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 Q3	–	Sell	-185	Closed	-$12.5K	–	294
2024 Q2	$12.5K	Hold	185	–	–	0.01%	239
2024 Q1	$13.1K	Hold	185	–	–	0.01%	226
2023 Q4	$11.9K	Hold	185	–	–	0.01%	217
2023 Q3	$10.6K	Hold	185	–	–	0.01%	209
2023 Q2	$11.3K	Hold	185	–	–	0.01%	204
2023 Q1	$10.6K	Buy	+185	New	+$10.6K	0.01%	184

Other funds holding IMCG

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

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

AAS

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Element Wealth's IMCG Position: Q3 2024 in Review

Element Wealth sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2024, closing a stake of 185 shares — an estimated $12.5K sold.

Element Wealth first reported a position in IMCG in Q1 2023 and held it in 6 quarters. The position peaked at $13.1K in Q1 2024. 316 funds tracked by Wall St. Rank hold IMCG as of Q3 2024.

Element Wealth reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Element Wealth sold 185 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $12.5K.
Element Wealth first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2023 and held it in 6 quarters.
Element Wealth's iShares Morningstar Mid-Cap Growth ETF position peaked at $13.1K in Q1 2024.
316 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on Element Wealth's 13F filing for Q3 2024, filed 23 Oct 2024.