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

FDx 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
2024 Q1	–	Sell	-3,447	Closed	-$222K	–	490
2023 Q4	$222K	Buy	+3,447	New	+$203K	0.02%	624
2023 Q3	–	Sell	-3,439	Closed	-$210K	–	701
2023 Q2	$210K	Buy	+3,439	New	+$197K	0.01%	705
2022 Q2	–	Sell	-3,810	Closed	-$245K	–	846
2022 Q1	$245K	Buy	3,810 +5	+0.1%	+$322	0.01%	736
2021 Q4	$279K	Hold	3,805	–	–	0.01%	725
2021 Q3	$262K	Sell	3,805 -11	-0.3%	-$777	0.01%	710
2021 Q2	$263K	Buy	3,816 +12	+0.3%	+$792	0.01%	701
2021 Q1	$240K	Buy	+3,804	New	+$246K	0.01%	690
2019 Q3	–	Sell	-9,660	Closed	-$405K	–	712
2019 Q2	$405K	Buy	9,660 +54	+0.6%	+$2.18K	0.02%	535
2019 Q1	$377K	Buy	+9,606	New	+$353K	0.02%	532

Other funds holding IMCG

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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