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Herold Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Herold Advisors’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
-2,760
Closed -$202K – 726
2021
Q4 		$202K Sell
2,760
-60
-2% -$4.36K 0.08% 198
2021
Q3 		$194K Buy
+2,820
New +$199K 0.08% 203

Other funds holding IMCG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
Ameriprise
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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Herold Advisors's IMCG Position: Q1 2022 in Review

Herold Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2022, closing a stake of 2,760 shares — an estimated $202K sold.

Herold Advisors first reported a position in IMCG in Q3 2021 and held it in 2 quarters. The position peaked at $202K in Q4 2021. 221 funds tracked by Wall St. Rank hold IMCG as of Q1 2022.

  • Herold Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Herold Advisors sold 2,760 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2022, an estimated $202K.
  • Herold Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $202K in Q4 2021.
  • 221 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2022.

Based on Herold Advisors's 13F filing for Q1 2022, filed 9 May 2022.