Selective Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Selective Wealth Management’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	-100	Closed	-$5K	–	799
2022 Q2	$5K	Sell	100 -1,200	-92%	-$68.3K	﹤0.01%	628
2022 Q1	$84K	Sell	1,300 -200	-13%	-$12.9K	0.03%	227
2021 Q4	$110K	Hold	1,500	–	–	0.04%	185
2021 Q3	$103K	Buy	1,500 +1,200	+400%	+$84.7K	0.05%	181
2021 Q2	$21K	Buy	+300	New	+$19.8K	0.02%	275

Other funds holding IMCG

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

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

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

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

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

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

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

Selective Wealth Management's IMCG Position: Q3 2022 in Review

Selective Wealth Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2022, closing a stake of 100 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in IMCG in Q2 2021 and held it in 5 quarters. The position peaked at $110K in Q4 2021. 216 funds tracked by Wall St. Rank hold IMCG as of Q3 2022.

Selective Wealth Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Selective Wealth Management sold 100 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2022, an estimated $5K.
Selective Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2021 and held it in 5 quarters.
Selective Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $110K in Q4 2021.
216 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.