OMC
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Old Mission Capital’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Old Mission Capital’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
Q3 		– Sell
-9,463
Closed -$641K – 1600
2024
Q2 		$641K Buy
+9,463
New +$644K 0.02% 630
2022
Q3 		– Sell
-12,542
Closed -$651K – 1145
2022
Q2 		$651K Sell
12,542
-47,576
-79% -$2.71M 0.02% 681
2022
Q1 		$3.86M Buy
+60,118
New +$3.87M 0.11% 162
2021
Q3 		– Sell
-38,941
Closed -$2.68M – 1113
2021
Q2 		$2.68M Buy
38,941
+35,515
+1,037% +$2.34M 0.1% 185
2021
Q1 		$216K Buy
+3,426
New +$222K 0.01% 674

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return