Laurel Wealth Advisors (California)’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Laurel Wealth Advisors (California)’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	$883K	Buy	16,395 +358	+2%	+$19.3K	0.09%	242
2022 Q3	$808K	Buy	16,037 +4,813	+43%	+$268K	0.09%	251
2022 Q2	$583K	Buy	11,224 +545	+5%	+$31K	0.06%	323
2022 Q1	$686K	Buy	10,679 +155	+1%	+$9.98K	0.06%	333
2021 Q4	$771K	Buy	+10,524	New	+$765K	0.06%	325

Other funds holding IMCG

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

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

Laurel Wealth Advisors (California)'s IMCG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.2% in Q4 2022, buying an estimated $19.3K and bringing the position to 16,395 shares worth $883K. The position accounts for 0.09% of the portfolio, ranked #242.

Laurel Wealth Advisors (California) first reported a position in IMCG in Q4 2021 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold IMCG as of Q4 2022.

Laurel Wealth Advisors (California) held 16,395 shares of iShares Morningstar Mid-Cap Growth ETF worth $883K as of Q4 2022.
Laurel Wealth Advisors (California) bought 358 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2022, an estimated $19.3K.
iShares Morningstar Mid-Cap Growth ETF made up 0.09% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #242 holding.
Laurel Wealth Advisors (California) first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 5 quarters since.
226 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.