Mattern Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Mattern 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
2023 Q2	–	Sell	-4,155	Closed	-$239K	–	165
2023 Q1	$239K	Sell	4,155 -454	-10%	-$26K	0.08%	159
2022 Q4	$248K	Sell	4,609 -603	-12%	-$32.5K	0.1%	140
2022 Q3	$263K	Sell	5,212 -36	-0.7%	-$2.01K	0.11%	131
2022 Q2	$273K	Sell	5,248 -1,920	-27%	-$109K	0.11%	125
2022 Q1	$461K	Sell	7,168 -24	-0.3%	-$1.54K	0.15%	102
2021 Q4	$527K	Sell	7,192 -2,078	-22%	-$151K	0.15%	108
2021 Q3	$639K	Sell	9,270 -102	-1%	-$7.2K	0.21%	97
2021 Q2	$636K	Sell	9,372 -4,836	-34%	-$319K	0.2%	102
2021 Q1	$895K	Sell	14,208 -64,566	-82%	-$4.18M	0.32%	83
2020 Q4	$5.02M	Buy	78,774 +276	+0.4%	+$16.3K	1.9%	15
2020 Q3	$4.19M	Buy	+78,498	New	+$4.09M	1.79%	11

Other funds holding IMCG

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return