Imprint Wealth’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Imprint Wealth’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
2024 Q1	$290K	Buy	+4,140	New	+$276K	0.07%	234

Other funds holding IMCG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Imprint Wealth's IMCG Position: Q1 2024 in Review

Imprint Wealth opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2024: 4,140 shares worth $290K. The stake represents 0.07% of the portfolio and ranks #234 among its holdings.

299 funds tracked by Wall St. Rank hold IMCG as of Q1 2024.

Imprint Wealth held 4,140 shares of iShares Morningstar Mid-Cap Growth ETF worth $290K as of Q1 2024.
iShares Morningstar Mid-Cap Growth ETF was a new Imprint Wealth position in Q1 2024.
iShares Morningstar Mid-Cap Growth ETF made up 0.07% of Imprint Wealth's portfolio in Q1 2024, its #234 holding.
299 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.