Quantitative Strategies’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Quantitative Strategies’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 Q4	$237K	Buy	+3,119	New	+$239K	0.13%	22

Other funds holding IMCG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Quantitative Strategies's IMCG Position: Q4 2024 in Review

Quantitative Strategies opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2024: 3,119 shares worth $237K. The stake represents 0.13% of the portfolio and ranks #22 among its holdings.

356 funds tracked by Wall St. Rank hold IMCG as of Q4 2024.

Quantitative Strategies held 3,119 shares of iShares Morningstar Mid-Cap Growth ETF worth $237K as of Q4 2024.
iShares Morningstar Mid-Cap Growth ETF was a new Quantitative Strategies position in Q4 2024.
iShares Morningstar Mid-Cap Growth ETF made up 0.13% of Quantitative Strategies's portfolio in Q4 2024, its #22 holding.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Quantitative Strategies's 13F filing for Q4 2024, filed 7 Feb 2025.