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

Nordwand 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 Q2	–	Sell	-226	Closed	-$16K	–	162
2024 Q1	$16K	Hold	226	–	–	0.01%	110
2023 Q4	$14.6K	Hold	226	–	–	﹤0.01%	99
2023 Q3	$12.9K	Hold	226	–	–	﹤0.01%	93
2023 Q2	$13.8K	Hold	226	–	–	﹤0.01%	82
2023 Q1	$13K	Buy	+226	New	+$12.9K	﹤0.01%	94

Other funds holding IMCG

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

AWM

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

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

AAS

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

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

Nordwand Advisors's IMCG Position: Q2 2024 in Review

Nordwand Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2024, closing a stake of 226 shares — an estimated $16K sold.

Nordwand Advisors first reported a position in IMCG in Q1 2023 and held it in 5 quarters. The position peaked at $16K in Q1 2024. 294 funds tracked by Wall St. Rank hold IMCG as of Q2 2024.

Nordwand Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Nordwand Advisors sold 226 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $16K.
Nordwand Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2023 and held it in 5 quarters.
Nordwand Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $16K in Q1 2024.
294 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Nordwand Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.