FTS
IMCG icon

Fifth Third Securities’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Fifth Third Securities’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
-9,716
Closed -$687K – 281
2024
Q1 		$687K Buy
9,716
+38
+0.4% +$2.53K 0.07% 175
2023
Q4 		$624K Buy
9,678
+224
+2% +$13.2K 0.06% 175
2023
Q3 		$541K Buy
9,454
+388
+4% +$23.4K 0.06% 172
2023
Q2 		$552K Sell
9,066
-2,708
-23% -$155K 0.06% 171
2023
Q1 		$678K Buy
11,774
+509
+5% +$29.1K 0.08% 163
2022
Q4 		$607K Sell
11,265
-1,619
-13% -$87.2K 0.08% 155
2022
Q3 		$649K Sell
12,884
-1,123
-8% -$62.6K 0.09% 147
2022
Q2 		$728K Buy
+14,007
New +$797K 0.1% 146
2022
Q1 		– Sell
-134,691
Closed -$9.87M – 95
2021
Q4 		$9.87M Buy
134,691
+6,878
+5% +$500K 1.07% 24
2021
Q3 		$8.8M Buy
+127,813
New +$9.03M 1.21% 23
2017
Q3 		– Sell
-7,638
Closed -$232K – 108
2017
Q2 		$232K Buy
7,638
+414
+6% +$12.4K 0.09% 99
2017
Q1 		$209K Buy
+7,224
New +$205K 0.09% 104

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

Fifth Third Securities's IMCG Position: Q2 2024 in Review

Fifth Third Securities sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2024, closing a stake of 9,716 shares — an estimated $687K sold.

Fifth Third Securities first reported a position in IMCG in Q1 2017 and held it in 12 quarters. The position peaked at $9.87M in Q4 2021. 294 funds tracked by Wall St. Rank hold IMCG as of Q2 2024.

  • Fifth Third Securities reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Fifth Third Securities sold 9,716 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $687K.
  • Fifth Third Securities first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2017 and held it in 12 quarters.
  • Fifth Third Securities's iShares Morningstar Mid-Cap Growth ETF position peaked at $9.87M in Q4 2021.
  • 294 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Fifth Third Securities's 13F filing for Q2 2024, filed 15 Jul 2024.