Harvest Group Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Harvest Group Wealth 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
2023 Q1	$3.81M	Buy	66,144 +4,503	+7%	+$257K	2.37%	20
2022 Q4	$3.32M	Buy	61,641 +503	+0.8%	+$27.1K	2.18%	19
2022 Q3	$3.12M	Buy	61,138 +2,024	+3%	+$113K	2.07%	19
2022 Q2	$3.38M	Sell	59,114 -2,077	-3%	-$118K	2.08%	19
2022 Q1	$3.93M	Buy	+61,191	New	+$3.94M	2.24%	18

Other funds holding IMCG

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Harvest Group Wealth Management's IMCG Position: Q1 2023 in Review

Harvest Group Wealth Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 7.3% in Q1 2023, buying an estimated $257K and bringing the position to 66,144 shares worth $3.81M. The position accounts for 2.37% of the portfolio, ranked #20.

Harvest Group Wealth Management first reported a position in IMCG in Q1 2022 and has held it in 5 quarters since. The position peaked at $3.93M in Q1 2022. 237 funds tracked by Wall St. Rank hold IMCG as of Q1 2023.

Harvest Group Wealth Management held 66,144 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.81M as of Q1 2023.
Harvest Group Wealth Management bought 4,503 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2023, an estimated $257K.
iShares Morningstar Mid-Cap Growth ETF made up 2.37% of Harvest Group Wealth Management's portfolio in Q1 2023, its #20 holding.
Harvest Group Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 5 quarters since.
Harvest Group Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $3.93M in Q1 2022.
237 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.