Level Four Advisory Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
– Sell
-3,450
Closed -$222K – 604
2022
Q1
$222K Sell
3,450
-8
-0.2% -$515 0.02% 576
2021
Q4
$253K Buy
+3,458
New +$251K 0.02% 545

Other funds holding IMCG

Level Four Advisory Services's IMCG Position: Q2 2022 in Review

Level Four Advisory Services sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2022, closing a stake of 3,450 shares — an estimated $222K sold.

Level Four Advisory Services first reported a position in IMCG in Q4 2021 and held it in 2 quarters. The position peaked at $253K in Q4 2021. 217 funds tracked by Wall St. Rank hold IMCG as of Q2 2022.

  • Level Four Advisory Services reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Level Four Advisory Services sold 3,450 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $222K.
  • Level Four Advisory Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • Level Four Advisory Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $253K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on Level Four Advisory Services's 13F filing for Q2 2022, filed 8 Aug 2022.