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

PSI 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
-100
Closed -$6K – 806
2022
Q1 		$6K Sell
100
-139
-58% -$8.95K ﹤0.01% 535
2021
Q4 		$18K Hold
239
– – 0.01% 413
2021
Q3 		$16K Buy
+239
New +$16.9K 0.01% 422
2020
Q1 		– Sell
-600
Closed -$26K – 326
2019
Q4 		$26K Buy
+600
New +$25.2K 0.02% 339

Other funds holding IMCG

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
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
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

PSI Advisors's IMCG Position: Q2 2022 in Review

PSI Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2022, closing a stake of 100 shares — an estimated $6K sold.

PSI Advisors first reported a position in IMCG in Q4 2019 and held it in 4 quarters. The position peaked at $26K in Q4 2019. 217 funds tracked by Wall St. Rank hold IMCG as of Q2 2022.

  • PSI Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • PSI Advisors sold 100 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $6K.
  • PSI Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 4 quarters.
  • PSI Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $26K in Q4 2019.
  • 217 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on PSI Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.