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Second Half Financial Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-6,965
Closed -$2.63M – 49
2022
Q2 		$2.63M Hold
6,965
– – 2.03% 28
2022
Q1 		$2.63M Buy
+6,965
New +$448K 2.03% 28

Other funds holding IMCG

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Second Half Financial Partners's IMCG Position: Q3 2022 in Review

Second Half Financial Partners sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2022, closing a stake of 6,965 shares — an estimated $2.63M sold.

Second Half Financial Partners first reported a position in IMCG in Q1 2022 and held it in 2 quarters. The position peaked at $2.63M in Q2 2022. 216 funds tracked by Wall St. Rank hold IMCG as of Q3 2022.

  • Second Half Financial Partners reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Second Half Financial Partners sold 6,965 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2022, an estimated $2.63M.
  • Second Half Financial Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2022 and held it in 2 quarters.
  • Second Half Financial Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.63M in Q2 2022.
  • 216 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2022.

Based on Second Half Financial Partners's 13F filing for Q3 2022, filed 15 Nov 2022.