IWM
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Iams Wealth Management’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Iams Wealth Management’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,565
Closed -$671K – 198
2023
Q1 		$625K Buy
+15,565
New +$590K 0.52% 65

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CCWM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Iams Wealth Management's MGK Position: Q2 2023 in Review

Iams Wealth Management sold out of Vanguard Mega Cap Growth ETF (MGK) in Q2 2023, closing a stake of 15,565 shares — an estimated $671K sold.

Iams Wealth Management first reported a position in MGK in Q1 2023 and held it in 1 quarter. The position peaked at $625K in Q1 2023. 580 funds tracked by Wall St. Rank hold MGK as of Q2 2023.

  • Iams Wealth Management reported no remaining Vanguard Mega Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Iams Wealth Management sold 15,565 Vanguard Mega Cap Growth ETF shares in Q2 2023, an estimated $671K.
  • Iams Wealth Management first reported a position in Vanguard Mega Cap Growth ETF in Q1 2023 and held it in 1 quarter.
  • Iams Wealth Management's Vanguard Mega Cap Growth ETF position peaked at $625K in Q1 2023.
  • 580 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2023.

Based on Iams Wealth Management's 13F filing for Q2 2023, filed 30 Oct 2023.