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

Sheets Smith 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
2023
Q4 		– Sell
-593
Closed -$33.9K – 418
2023
Q3 		$33.9K Buy
+593
New +$35.8K 0.01% 403

Other funds holding IMCG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sheets Smith Wealth Management's IMCG Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2023, closing a stake of 593 shares — an estimated $33.9K sold.

Sheets Smith Wealth Management first reported a position in IMCG in Q3 2023 and held it in 1 quarter. The position peaked at $33.9K in Q3 2023. 296 funds tracked by Wall St. Rank hold IMCG as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 593 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2023, an estimated $33.9K.
  • Sheets Smith Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $33.9K in Q3 2023.
  • 296 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.