MIAN
IMCG icon

Mariner Independent Advisor Network’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Mariner Independent Advisor Network’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 		$1.23M Sell
24,460
-2,107
-8% -$117K 0.05% 332
2022
Q2 		$1.44M Buy
26,567
+9,583
+56% +$546K 0.06% 304
2022
Q1 		$1.1M Buy
+16,984
New +$1.09M 0.04% 350

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Mariner Independent Advisor Network's IMCG Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 7.9% in Q3 2022, selling an estimated $117K and leaving 24,460 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #332.

Mariner Independent Advisor Network first reported a position in IMCG in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.44M in Q2 2022. 216 funds tracked by Wall St. Rank hold IMCG as of Q3 2022.

  • Mariner Independent Advisor Network held 24,460 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.23M as of Q3 2022.
  • Mariner Independent Advisor Network sold 2,107 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2022, an estimated $117K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #332 holding.
  • Mariner Independent Advisor Network first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • Mariner Independent Advisor Network's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.44M in Q2 2022.
  • 216 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.