Interchange Capital Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Interchange Capital Partners’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 Q4	–	Sell	-3,232	Closed	-$236K	–	281
2024 Q3	$236K	Hold	3,232	–	–	0.08%	232
2024 Q2	$219K	Sell	3,232 -121	-4%	-$8.23K	0.08%	243
2024 Q1	$238K	Sell	3,353 -94	-3%	-$6.26K	0.16%	142
2023 Q4	$222K	Buy	+3,447	New	+$203K	0.17%	137
2023 Q3	–	Sell	-3,439	Closed	-$210K	–	157
2023 Q2	$210K	Buy	+3,439	New	+$197K	0.16%	141
2022 Q2	–	Sell	-3,810	Closed	-$244K	–	162
2022 Q1	$244K	Buy	3,810 +5	+0.1%	+$322	0.25%	134
2021 Q4	$278K	Buy	+3,805	New	+$277K	0.28%	121
2021 Q2	–	Sell	-1,902	Closed	-$239K	–	149
2021 Q1	$239K	Sell	1,902 -1,902	-50%	-$123K	0.13%	198
2020 Q4	$242K	Buy	+3,804	New	+$224K	0.13%	178

Other funds holding IMCG

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

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

AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

Interchange Capital Partners's IMCG Position: Q4 2024 in Review

Interchange Capital Partners sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2024, closing a stake of 3,232 shares — an estimated $236K sold.

Interchange Capital Partners first reported a position in IMCG in Q4 2020 and held it in 9 quarters. The position peaked at $278K in Q4 2021. 356 funds tracked by Wall St. Rank hold IMCG as of Q4 2024.

Interchange Capital Partners reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Interchange Capital Partners sold 3,232 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $236K.
Interchange Capital Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and held it in 9 quarters.
Interchange Capital Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $278K in Q4 2021.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Interchange Capital Partners's 13F filing for Q4 2024, filed 11 Feb 2025.