KLR Investment Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

KLR Investment Advisors’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	$818K	Buy	+12,405	New	+$826K	0.59%	39

Other funds holding IMCG

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $617B AUM 30.33% 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 $672B AUM 33.48% 1-Year Est. Return

AWM

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

KLR Investment Advisors's IMCG Position: Q1 2024 in Review

KLR Investment Advisors opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2024: 12,405 shares worth $818K. The stake represents 0.59% of the portfolio and ranks #39 among its holdings.

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

KLR Investment Advisors held 12,405 shares of iShares Morningstar Mid-Cap Growth ETF worth $818K as of Q1 2024.
iShares Morningstar Mid-Cap Growth ETF was a new KLR Investment Advisors position in Q1 2024.
iShares Morningstar Mid-Cap Growth ETF made up 0.59% of KLR Investment Advisors's portfolio in Q1 2024, its #39 holding.
299 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.