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

Laidlaw Wealth Management’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
2023 Q3	–	Sell	-4,140	Closed	-$252K	–	317
2023 Q2	$252K	Hold	4,140	–	–	0.05%	292
2023 Q1	$238K	Hold	4,140	–	–	0.05%	297
2022 Q4	$223K	Hold	4,140	–	–	0.05%	315
2022 Q3	$209K	Hold	4,140	–	–	0.05%	296
2022 Q2	$215K	Buy	+4,140	New	+$236K	0.04%	331

Other funds holding IMCG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Laidlaw Wealth Management's IMCG Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2023, closing a stake of 4,140 shares — an estimated $252K sold.

Laidlaw Wealth Management first reported a position in IMCG in Q2 2022 and held it in 5 quarters. The position peaked at $252K in Q2 2023. 251 funds tracked by Wall St. Rank hold IMCG as of Q3 2023.

Laidlaw Wealth Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 4,140 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2023, an estimated $252K.
Laidlaw Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and held it in 5 quarters.
Laidlaw Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $252K in Q2 2023.
251 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.