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John W. Brooker & Co’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

John W. Brooker & Co’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
-1,510
Closed -$76K – 111
2022
Q3 		$76K Buy
+1,510
New +$84.2K 0.05% 74

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

John W. Brooker & Co's IMCG Position: Q4 2022 in Review

John W. Brooker & Co sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2022, closing a stake of 1,510 shares — an estimated $76K sold.

John W. Brooker & Co first reported a position in IMCG in Q3 2022 and held it in 1 quarter. The position peaked at $76K in Q3 2022. 226 funds tracked by Wall St. Rank hold IMCG as of Q4 2022.

  • John W. Brooker & Co reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • John W. Brooker & Co sold 1,510 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2022, an estimated $76K.
  • John W. Brooker & Co first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • John W. Brooker & Co's iShares Morningstar Mid-Cap Growth ETF position peaked at $76K in Q3 2022.
  • 226 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.