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Jackson Square Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Jackson Square 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
2022
Q4 		– Sell
-59,197
Closed -$2.98M – 86
2022
Q3 		$2.98M Buy
+59,197
New +$3.3M 0.08% 64

Other funds holding IMCG

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
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

Jackson Square Partners's IMCG Position: Q4 2022 in Review

Jackson Square Partners sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2022, closing a stake of 59,197 shares — an estimated $2.98M sold.

Jackson Square Partners first reported a position in IMCG in Q3 2022 and held it in 1 quarter. The position peaked at $2.98M in Q3 2022. 226 funds tracked by Wall St. Rank hold IMCG as of Q4 2022.

  • Jackson Square Partners reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Jackson Square Partners sold 59,197 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2022, an estimated $2.98M.
  • Jackson Square Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Jackson Square Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.98M in Q3 2022.
  • 226 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2022.

Based on Jackson Square Partners's 13F filing for Q4 2022, filed 9 Feb 2023.