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

Outlook Wealth 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
2022 Q2	–	Sell	-4,183	Closed	-$269K	–	196
2022 Q1	$269K	Sell	4,183 -606	-13%	-$39K	0.09%	171
2021 Q4	$351K	Sell	4,789 -143	-3%	-$10.4K	0.1%	158
2021 Q3	$340K	Sell	4,932 -218	-4%	-$15.4K	0.11%	168
2021 Q2	$355K	Sell	5,150 -41,530	-89%	-$2.74M	0.11%	171
2021 Q1	$2.94M	Buy	46,680 +1,080	+2%	+$69.9K	1.02%	25
2020 Q4	$2.91M	Buy	45,600 +18,312	+67%	+$1.08M	1.06%	23
2020 Q3	$1.46M	Buy	27,288 +1,620	+6%	+$84.5K	0.58%	45
2020 Q2	$1.25M	Buy	25,668 +18,012	+235%	+$793K	0.53%	51
2020 Q1	$278K	Sell	7,656 -35,490	-82%	-$1.51M	0.16%	129
2019 Q4	$1.89M	Buy	43,146 +2,574	+6%	+$108K	1.07%	25
2019 Q3	$1.65M	Buy	+40,572	New	+$1.69M	0.98%	29

Other funds holding IMCG

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

OWM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Outlook Wealth Advisors's IMCG Position: Q2 2022 in Review

Outlook Wealth Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2022, closing a stake of 4,183 shares — an estimated $269K sold.

Outlook Wealth Advisors first reported a position in IMCG in Q3 2019 and held it in 11 quarters. The position peaked at $2.94M in Q1 2021. 217 funds tracked by Wall St. Rank hold IMCG as of Q2 2022.

Outlook Wealth Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 4,183 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $269K.
Outlook Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2019 and held it in 11 quarters.
Outlook Wealth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.94M in Q1 2021.
217 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on Outlook Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.