LRWM
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Lord & Richards Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Lord & Richards Wealth 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
2025
Q2 		– Sell
-30
Closed -$2.14K – 101
2025
Q1 		$2.14K Buy
+30
New +$2.29K ﹤0.01% 149

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lord & Richards Wealth Management's IMCG Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2025, closing a stake of 30 shares — an estimated $2.14K sold.

Lord & Richards Wealth Management first reported a position in IMCG in Q1 2025 and held it in 1 quarter. The position peaked at $2.14K in Q1 2025. 366 funds tracked by Wall St. Rank hold IMCG as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 30 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $2.14K.
  • Lord & Richards Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.14K in Q1 2025.
  • 366 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.