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

Realta Investment 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
2024 Q3	–	Sell	-2,843	Closed	-$193K	–	544
2024 Q2	$193K	Buy	2,843 +2,458	+638%	+$167K	0.04%	404
2024 Q1	$27.2K	Buy	+385	New	+$25.6K	0.01%	610
2023 Q4	–	Sell	-301	Closed	-$18.4K	–	600
2023 Q3	$18.4K	Hold	301	–	–	﹤0.01%	627
2023 Q2	$18.4K	Buy	+301	New	+$17.3K	﹤0.01%	670

Other funds holding IMCG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJFSA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Realta Investment Advisors's IMCG Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2024, closing a stake of 2,843 shares — an estimated $193K sold.

Realta Investment Advisors first reported a position in IMCG in Q2 2023 and held it in 4 quarters. The position peaked at $193K in Q2 2024. 316 funds tracked by Wall St. Rank hold IMCG as of Q3 2024.

Realta Investment Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 2,843 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $193K.
Realta Investment Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2023 and held it in 4 quarters.
Realta Investment Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $193K in Q2 2024.
316 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.