Silvercrest Asset Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Silvercrest Asset 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
2024 Q4	–	Sell	-3,368	Closed	-$246K	–	849
2024 Q3	$246K	Hold	3,368	–	–	﹤0.01%	749
2024 Q2	$228K	Hold	3,368	–	–	﹤0.01%	851
2024 Q1	$238K	Hold	3,368	–	–	﹤0.01%	829
2023 Q4	$217K	Buy	+3,368	New	+$198K	﹤0.01%	789
2023 Q3	–	Sell	-3,453	Closed	-$210K	–	844
2023 Q2	$210K	Buy	+3,453	New	+$198K	﹤0.01%	792

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

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

AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

Silvercrest Asset Management's IMCG Position: Q4 2024 in Review

Silvercrest Asset Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2024, closing a stake of 3,368 shares — an estimated $246K sold.

Silvercrest Asset Management first reported a position in IMCG in Q2 2023 and held it in 5 quarters. The position peaked at $246K in Q3 2024. 356 funds tracked by Wall St. Rank hold IMCG as of Q4 2024.

Silvercrest Asset Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Silvercrest Asset Management sold 3,368 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $246K.
Silvercrest Asset Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2023 and held it in 5 quarters.
Silvercrest Asset Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $246K in Q3 2024.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on Silvercrest Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.