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

Promethium 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
2025
Q1 		– Sell
-5,491
Closed -$415K – 130
2024
Q4 		$415K Sell
5,491
-20
-0.4% -$1.53K 0.28% 87
2024
Q3 		$402K Buy
+5,511
New +$382K 0.28% 92

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

Promethium Advisors's IMCG Position: Q1 2025 in Review

Promethium Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2025, closing a stake of 5,491 shares — an estimated $415K sold.

Promethium Advisors first reported a position in IMCG in Q3 2024 and held it in 2 quarters. The position peaked at $415K in Q4 2024. 358 funds tracked by Wall St. Rank hold IMCG as of Q1 2025.

  • Promethium Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Promethium Advisors sold 5,491 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $415K.
  • Promethium Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and held it in 2 quarters.
  • Promethium Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $415K in Q4 2024.
  • 358 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Promethium Advisors's 13F filing for Q1 2025, filed 15 May 2025.