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Lee, Danner & Bass’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-1,500
Closed -$113K – 464
2024
Q4 		$113K Buy
+1,500
New +$115K 0.01% 258

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Lee, Danner & Bass's IMCG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2025, closing a stake of 1,500 shares — an estimated $113K sold.

Lee, Danner & Bass first reported a position in IMCG in Q4 2024 and held it in 1 quarter. The position peaked at $113K in Q4 2024. 357 funds tracked by Wall St. Rank hold IMCG as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,500 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $113K.
  • Lee, Danner & Bass first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Morningstar Mid-Cap Growth ETF position peaked at $113K in Q4 2024.
  • 357 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.