GVAG
IMCG icon

Great Valley Advisor Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Great Valley Advisor 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
2023
Q2 		– Sell
-59,664
Closed -$3.43M – 724
2023
Q1 		$3.43M Buy
59,664
+17,734
+42% +$1.01M 0.16% 159
2022
Q4 		$2.26M Buy
41,930
+1,024
+3% +$55.2K 0.12% 193
2022
Q3 		$2.06M Buy
40,906
+1,732
+4% +$96.6K 0.12% 188
2022
Q2 		$2.04M Buy
39,174
+4,167
+12% +$237K 0.11% 194
2022
Q1 		$2.25M Buy
35,007
+2,640
+8% +$170K 0.13% 184
2021
Q4 		$2.37M Sell
32,367
-969
-3% -$70.5K 0.15% 162
2021
Q3 		$2.3M Buy
33,336
+27,353
+457% +$1.93M 0.16% 155
2021
Q2 		$412K Buy
5,983
+301
+5% +$19.9K 0.03% 391
2021
Q1 		$358K Buy
+5,682
New +$368K 0.03% 369

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return