MRCM
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M&R Capital Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

M&R Capital 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
2024
Q3 		$79.7K Buy
1,092
+594
+119% +$41.2K 0.02% 202
2024
Q2 		$33.7K Buy
498
+92
+23% +$6.26K 0.01% 255
2024
Q1 		$28.7K Buy
406
+291
+253% +$19.4K 0.01% 270
2023
Q4 		$7.43K Buy
+115
New +$6.76K ﹤0.01% 440

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M&R Capital Management's IMCG Position: Q3 2024 in Review

M&R Capital Management increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 119% in Q3 2024, buying an estimated $41.2K and bringing the position to 1,092 shares worth $79.7K. The position accounts for 0.02% of the portfolio, ranked #202.

M&R Capital Management first reported a position in IMCG in Q4 2023 and has held it in 4 quarters since. 316 funds tracked by Wall St. Rank hold IMCG as of Q3 2024.

  • M&R Capital Management held 1,092 shares of iShares Morningstar Mid-Cap Growth ETF worth $79.7K as of Q3 2024.
  • M&R Capital Management bought 594 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $41.2K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.02% of M&R Capital Management's portfolio in Q3 2024, its #202 holding.
  • M&R Capital Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 316 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.