SMI Advisory Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

SMI Advisory Services’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	-5,219	Closed	-$332K	–	61
2023 Q4	$332K	Hold	5,219	–	–	0.08%	38
2023 Q3	$296K	Buy	+5,219	New	+$315K	0.11%	38
2023 Q1	$378K	Sell	7,014 -3,712	-35%	-$212K	0.13%	34
2022 Q4	$540K	Hold	10,726	–	–	0.18%	31
2022 Q3	$540K	Sell	10,726 -6,761	-39%	-$377K	0.18%	31
2022 Q2	$908K	Buy	+17,487	New	+$995K	0.32%	20

Other funds holding IMCG

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

SMI Advisory Services's IMCG Position: Q1 2024 in Review

SMI Advisory Services sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2024, closing a stake of 5,219 shares — an estimated $332K sold.

SMI Advisory Services first reported a position in IMCG in Q2 2022 and held it in 6 quarters. The position peaked at $908K in Q2 2022. 299 funds tracked by Wall St. Rank hold IMCG as of Q1 2024.

SMI Advisory Services reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
SMI Advisory Services sold 5,219 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $332K.
SMI Advisory Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2022 and held it in 6 quarters.
SMI Advisory Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $908K in Q2 2022.
299 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on SMI Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.