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

National Wealth Management Group’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	–	Sell	-4,366	Closed	-$227K	–	141
2022 Q2	$227K	Sell	4,366 -11,238	-72%	-$640K	0.29%	96
2022 Q1	$1M	Buy	15,604 +1,319	+9%	+$84.9K	0.97%	28
2021 Q4	$1.05M	Buy	+14,285	New	+$1.04M	0.98%	28

Other funds holding IMCG

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

National Wealth Management Group's IMCG Position: Q3 2022 in Review

National Wealth Management Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2022, closing a stake of 4,366 shares — an estimated $227K sold.

National Wealth Management Group first reported a position in IMCG in Q4 2021 and held it in 3 quarters. The position peaked at $1.05M in Q4 2021. 216 funds tracked by Wall St. Rank hold IMCG as of Q3 2022.

National Wealth Management Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
National Wealth Management Group sold 4,366 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2022, an estimated $227K.
National Wealth Management Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 3 quarters.
National Wealth Management Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.05M in Q4 2021.
216 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2022.

Based on National Wealth Management Group's 13F filing for Q3 2022, filed 17 Nov 2023.