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

SFMG Wealth 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
Q1 		– Sell
-28,933
Closed -$1.86M – 291
2023
Q4 		$1.86M Buy
+28,933
New +$1.7M 0.17% 69

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

SFMG Wealth Advisors's IMCG Position: Q1 2024 in Review

SFMG Wealth Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2024, closing a stake of 28,933 shares — an estimated $1.86M sold.

SFMG Wealth Advisors first reported a position in IMCG in Q4 2023 and held it in 1 quarter. The position peaked at $1.86M in Q4 2023. 299 funds tracked by Wall St. Rank hold IMCG as of Q1 2024.

  • SFMG Wealth Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • SFMG Wealth Advisors sold 28,933 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $1.86M.
  • SFMG Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • SFMG Wealth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.86M in Q4 2023.
  • 299 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on SFMG Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.