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Owen LaRue’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Owen LaRue’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
2023
Q2 		– Sell
-4,386
Closed -$238K – 82
2023
Q1 		$238K Hold
4,386
– – 0.26% 62
2022
Q4 		$238K Buy
+4,386
New +$236K 0.26% 62

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Owen LaRue's IMCG Position: Q2 2023 in Review

Owen LaRue sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2023, closing a stake of 4,386 shares — an estimated $238K sold.

Owen LaRue first reported a position in IMCG in Q4 2022 and held it in 2 quarters. The position peaked at $238K in Q1 2023. 244 funds tracked by Wall St. Rank hold IMCG as of Q2 2023.

  • Owen LaRue reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Owen LaRue sold 4,386 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2023, an estimated $238K.
  • Owen LaRue first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and held it in 2 quarters.
  • Owen LaRue's iShares Morningstar Mid-Cap Growth ETF position peaked at $238K in Q1 2023.
  • 244 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2023.

Based on Owen LaRue's 13F filing for Q2 2023, filed 10 Aug 2023.