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Essential Planning’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-37,830
Closed -$2.89M – 178
2024
Q4 		$2.89M Buy
+37,830
New +$2.89M 0.02% 164

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Essential Planning's IMCG Position: Q1 2025 in Review

Essential Planning sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2025, closing a stake of 37,830 shares — an estimated $2.89M sold.

Essential Planning first reported a position in IMCG in Q4 2024 and held it in 1 quarter. The position peaked at $2.89M in Q4 2024. 357 funds tracked by Wall St. Rank hold IMCG as of Q1 2025.

  • Essential Planning reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 37,830 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $2.89M.
  • Essential Planning first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.89M in Q4 2024.
  • 357 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.