Leo Brokerage’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Leo Brokerage’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 Q2	$2.05M	Sell	33,700 -587	-2%	-$33.7K	0.23%	71
2023 Q1	$1.97M	Buy	+34,287	New	+$1.96M	0.29%	64
2022 Q2	$2.38M	Sell	45,849 -30,994	-40%	-$1.76M	0.64%	37
2022 Q1	$4.94M	Buy	+76,843	New	+$4.95M	0.79%	24
2021 Q3	$12.3M	Buy	178,739 +1,257	+0.7%	+$88.8K	2.28%	10
2021 Q2	$12.2M	Buy	177,482 +18,920	+12%	+$1.25M	2.46%	10
2021 Q1	$9.99M	Buy	158,562 +17,664	+13%	+$1.14M	2.83%	9
2020 Q4	$8.98M	Sell	140,898 -50,826	-27%	-$3M	2.89%	8
2020 Q3	$9.37M	Buy	+191,724	New	+$10M	3.87%	5

Other funds holding IMCG

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

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

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

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

OWM

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

Leo Brokerage's IMCG Position: Q2 2023 in Review

Leo Brokerage reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 1.7% in Q2 2023, selling an estimated $33.7K and leaving 33,700 shares worth $2.05M. The position accounts for 0.23% of the portfolio, ranked #71.

Leo Brokerage first reported a position in IMCG in Q3 2020 and has held it in 9 quarters since. The position peaked at $12.3M in Q3 2021. 244 funds tracked by Wall St. Rank hold IMCG as of Q2 2023.

Leo Brokerage held 33,700 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.05M as of Q2 2023.
Leo Brokerage sold 587 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2023, an estimated $33.7K.
iShares Morningstar Mid-Cap Growth ETF made up 0.23% of Leo Brokerage's portfolio in Q2 2023, its #71 holding.
Leo Brokerage first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2020 and has held it in 9 quarters since.
Leo Brokerage's iShares Morningstar Mid-Cap Growth ETF position peaked at $12.3M in Q3 2021.
244 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.