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Global Wealth Management Investment Advisory’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Global Wealth Management Investment Advisory’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
2022
Q1 		– Sell
-154
Closed -$11K – 507
2021
Q4 		$11K Hold
154
– – ﹤0.01% 303
2021
Q3 		$11K Buy
+154
New +$10.9K ﹤0.01% 306

Other funds holding IMCG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Wealth Management Investment Advisory's IMCG Position: Q1 2022 in Review

Global Wealth Management Investment Advisory sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2022, closing a stake of 154 shares — an estimated $11K sold.

Global Wealth Management Investment Advisory first reported a position in IMCG in Q3 2021 and held it in 2 quarters. The position peaked at $11K in Q4 2021. 221 funds tracked by Wall St. Rank hold IMCG as of Q1 2022.

  • Global Wealth Management Investment Advisory reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 154 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2022, an estimated $11K.
  • Global Wealth Management Investment Advisory first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's iShares Morningstar Mid-Cap Growth ETF position peaked at $11K in Q4 2021.
  • 221 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2022, filed 17 May 2022.