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LFS Asset Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

LFS Asset 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
2022
Q3 		– Sell
-4,012
Closed -$208K – 58
2022
Q2 		$208K Buy
+4,012
New +$228K 0.17% 54

Other funds holding IMCG

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

LFS Asset Management's IMCG Position: Q3 2022 in Review

LFS Asset Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2022, closing a stake of 4,012 shares — an estimated $208K sold.

LFS Asset Management first reported a position in IMCG in Q2 2022 and held it in 1 quarter. The position peaked at $208K in Q2 2022. 216 funds tracked by Wall St. Rank hold IMCG as of Q3 2022.

  • LFS Asset Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • LFS Asset Management sold 4,012 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2022, an estimated $208K.
  • LFS Asset Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • LFS Asset Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $208K in Q2 2022.
  • 216 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2022.

Based on LFS Asset Management's 13F filing for Q3 2022, filed 5 Dec 2022.