GPS Wealth Strategies Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

GPS Wealth Strategies Group’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 Q1	–	Sell	-113	Closed	-$8.54K	–	1545
2024 Q4	$8.54K	Hold	113	–	–	﹤0.01%	986
2024 Q3	$8.25K	Sell	113 -51	-31%	-$3.54K	﹤0.01%	988
2024 Q2	$11.1K	Hold	164	–	–	﹤0.01%	884
2024 Q1	$11.6K	Sell	164 -119	-42%	-$7.93K	﹤0.01%	825
2023 Q4	$18.2K	Hold	283	–	–	﹤0.01%	711
2023 Q3	$16.2K	Hold	283	–	–	﹤0.01%	731
2023 Q2	$17.2K	Hold	283	–	–	﹤0.01%	724
2023 Q1	$16.3K	Buy	+283	New	+$16.2K	﹤0.01%	737
2022 Q4	–	Sell	-119	Closed	-$6K	–	587
2022 Q3	$6K	Hold	119	–	–	﹤0.01%	867
2022 Q2	$6K	Sell	119 -7	-6%	-$398	﹤0.01%	851
2022 Q1	$8K	Sell	126 -36	-22%	-$2.32K	﹤0.01%	770
2021 Q4	$12K	Hold	162	–	–	﹤0.01%	686
2021 Q3	$11K	Hold	162	–	–	﹤0.01%	689
2021 Q2	$11K	Sell	162 -240	-60%	-$15.8K	﹤0.01%	713
2021 Q1	$25K	Buy	+402	New	+$26K	0.01%	509

Other funds holding IMCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 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

AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

GPS Wealth Strategies Group's IMCG Position: Q1 2025 in Review

GPS Wealth Strategies Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2025, closing a stake of 113 shares — an estimated $8.54K sold.

GPS Wealth Strategies Group first reported a position in IMCG in Q1 2021 and held it in 15 quarters. The position peaked at $25K in Q1 2021. 358 funds tracked by Wall St. Rank hold IMCG as of Q1 2025.

GPS Wealth Strategies Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 113 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $8.54K.
GPS Wealth Strategies Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2021 and held it in 15 quarters.
GPS Wealth Strategies Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $25K in Q1 2021.
358 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2025, filed 15 Apr 2025.