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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

AAS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

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

FDx Advisors's IMCG Position: Q1 2024 in Review

FDx Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2024, closing a stake of 3,447 shares — an estimated $222K sold.

FDx Advisors first reported a position in IMCG in Q1 2019 and held it in 9 quarters. The position peaked at $405K in Q2 2019. 299 funds tracked by Wall St. Rank hold IMCG as of Q1 2024.

FDx Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 3,447 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $222K.
FDx Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2019 and held it in 9 quarters.
FDx Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $405K in Q2 2019.
299 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.