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GeoWealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

GeoWealth Management’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
2025
Q2 		– Sell
-514
Closed -$36.7K – 1256
2025
Q1 		$36.7K Sell
514
-177,916
-100% -$13.6M ﹤0.01% 927
2024
Q4 		$13.5M Buy
178,430
+49,685
+39% +$3.8M 0.44% 44
2024
Q3 		$9.39M Buy
+128,745
New +$8.93M 0.33% 56
2024
Q1 		– Sell
-128,189
Closed -$8.26M – 877
2023
Q4 		$8.26M Buy
+128,189
New +$7.53M 0.68% 43
2023
Q1 		– Sell
-42,453
Closed -$2.29M – 407
2022
Q4 		$2.29M Buy
42,453
+36,877
+661% +$1.99M 0.24% 70
2022
Q3 		$281K Buy
+5,576
New +$311K 0.03% 208
2022
Q2 		– Sell
-5,716
Closed -$367K – 360
2022
Q1 		$367K Buy
+5,716
New +$368K 0.03% 240

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return