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Ethos Financial Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Ethos Financial 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
Q2 		– Sell
-119,307
Closed -$8.43M – 302
2024
Q1 		$8.43M Buy
+119,307
New +$7.95M 1.6% 17

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ethos Financial Group's IMCG Position: Q2 2024 in Review

Ethos Financial Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2024, closing a stake of 119,307 shares — an estimated $8.43M sold.

Ethos Financial Group first reported a position in IMCG in Q1 2024 and held it in 1 quarter. The position peaked at $8.43M in Q1 2024. 294 funds tracked by Wall St. Rank hold IMCG as of Q2 2024.

  • Ethos Financial Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Ethos Financial Group sold 119,307 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $8.43M.
  • Ethos Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Ethos Financial Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $8.43M in Q1 2024.
  • 294 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Ethos Financial Group's 13F filing for Q2 2024, filed 12 Aug 2024.