Hudock Inc’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Hudock Inc’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 Q4	–	Sell	-1,200	Closed	-$60K	–	401
2022 Q3	$60K	Buy	1,200 +3	+0.3%	+$167	0.02%	277
2022 Q2	$62K	Buy	1,197 +4	+0.3%	+$228	0.02%	274
2022 Q1	$76K	Sell	1,193 -603	-34%	-$38.8K	0.02%	268
2021 Q4	$131K	Buy	1,796 +2	+0.1%	+$145	0.04%	209
2021 Q3	$123K	Buy	1,794 +2	+0.1%	+$141	0.04%	207
2021 Q2	$123K	Sell	1,792 -248	-12%	-$16.4K	0.04%	211
2021 Q1	$128K	Hold	2,040	–	–	0.04%	193
2020 Q4	$130K	Hold	2,040	–	–	0.04%	185
2020 Q3	$108K	Hold	2,040	–	–	0.04%	183
2020 Q2	$99K	Buy	+2,040	New	+$89.8K	0.04%	186
2015 Q4	–	Sell	-102	Closed	-$2K	–	564
2015 Q3	$2K	Hold	102	–	–	﹤0.01%	516
2015 Q2	$2K	Hold	102	–	–	﹤0.01%	527
2015 Q1	$3K	Hold	102	–	–	﹤0.01%	525
2014 Q4	$3K	Hold	102	–	–	﹤0.01%	475
2014 Q3	$3K	Hold	102	–	–	﹤0.01%	496
2014 Q2	$3K	Hold	102	–	–	﹤0.01%	514
2014 Q1	$2K	Hold	102	–	–	﹤0.01%	515
2013 Q4	$2K	Hold	102	–	–	﹤0.01%	518
2013 Q3	$2K	Hold	102	–	–	﹤0.01%	462
2013 Q2	$2K	Buy	+102	New	+$2.04K	﹤0.01%	468

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

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

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

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

BWL

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

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

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

OWM

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

Hudock Inc's IMCG Position: Q4 2022 in Review

Hudock Inc sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2022, closing a stake of 1,200 shares — an estimated $60K sold.

Hudock Inc first reported a position in IMCG in Q2 2013 and held it in 20 quarters. The position peaked at $131K in Q4 2021. 226 funds tracked by Wall St. Rank hold IMCG as of Q4 2022.

Hudock Inc reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 1,200 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2022, an estimated $60K.
Hudock Inc first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 20 quarters.
Hudock Inc's iShares Morningstar Mid-Cap Growth ETF position peaked at $131K in Q4 2021.
226 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.