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First Personal Financial Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

First Personal Financial Services’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
Q3 		$8.32K Hold
114
– – ﹤0.01% 318
2024
Q2 		$7.72K Buy
114
+101
+777% +$6.87K ﹤0.01% 295
2024
Q1 		$919 Buy
+13
New +$866 ﹤0.01% 347

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Personal Financial Services's IMCG Position: Q3 2024 in Review

First Personal Financial Services held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q3 2024 at 114 shares worth $8.32K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

First Personal Financial Services first reported a position in IMCG in Q1 2024 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold IMCG as of Q3 2024.

  • First Personal Financial Services held 114 shares of iShares Morningstar Mid-Cap Growth ETF worth $8.32K as of Q3 2024.
  • First Personal Financial Services left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2024.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #318 holding.
  • First Personal Financial Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 316 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.