McClarren Financial Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

McClarren Financial Advisors’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 Q1	–	Sell	-887	Closed	-$57K	–	386
2023 Q4	$57K	Buy	887 +6	+0.7%	+$353	0.04%	146
2023 Q3	$50K	Hold	881	–	–	0.04%	144
2023 Q2	$53K	Buy	881 +1	+0.1%	+$57	0.04%	150
2023 Q1	$50K	Buy	880 +2	+0.2%	+$114	0.05%	143
2022 Q4	$47K	Buy	878 +3	+0.3%	+$162	0.04%	153
2022 Q3	$44K	Buy	+875	New	+$48.8K	0.04%	140
2022 Q2	–	Sell	-871	Closed	-$56K	–	137
2022 Q1	$56K	Hold	871	–	–	0.04%	118
2021 Q4	$64K	Buy	871 +2	+0.2%	+$145	0.04%	122
2021 Q3	$59K	Buy	869 +1	+0.1%	+$71	0.05%	106
2021 Q2	$59K	Sell	868 -2	-0.2%	-$132	0.05%	108
2021 Q1	$55K	Buy	870 +6	+0.7%	+$389	0.05%	105
2020 Q4	$55K	Buy	+864	New	+$51K	0.05%	98

Other funds holding IMCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

McClarren Financial Advisors's IMCG Position: Q1 2024 in Review

McClarren Financial Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2024, closing a stake of 887 shares — an estimated $57K sold.

McClarren Financial Advisors first reported a position in IMCG in Q4 2020 and held it in 12 quarters. The position peaked at $64K in Q4 2021. 299 funds tracked by Wall St. Rank hold IMCG as of Q1 2024.

McClarren Financial Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
McClarren Financial Advisors sold 887 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $57K.
McClarren Financial Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and held it in 12 quarters.
McClarren Financial Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $64K in Q4 2021.
299 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.