Surevest’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Surevest’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	$2.51M	Buy	49,750 +3,794	+8%	+$212K	0.68%	64
2022 Q2	$2.39M	Buy	45,956 +1,415	+3%	+$80.6K	0.63%	66
2022 Q1	$2.86M	Buy	44,541 +42,675	+2,287%	+$2.75M	0.69%	64
2021 Q4	$137K	Buy	+1,866	New	+$136K	0.03%	135

Other funds holding IMCG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Surevest's IMCG Position: Q3 2022 in Review

Surevest increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 8.3% in Q3 2022, buying an estimated $212K and bringing the position to 49,750 shares worth $2.51M. The position accounts for 0.68% of the portfolio, ranked #64.

Surevest first reported a position in IMCG in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.86M in Q1 2022. 216 funds tracked by Wall St. Rank hold IMCG as of Q3 2022.

Surevest held 49,750 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.51M as of Q3 2022.
Surevest bought 3,794 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2022, an estimated $212K.
iShares Morningstar Mid-Cap Growth ETF made up 0.68% of Surevest's portfolio in Q3 2022, its #64 holding.
Surevest first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 4 quarters since.
Surevest's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.86M in Q1 2022.
216 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.