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

TAP Consulting’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 		$371K Buy
4,913
+10
+0.2% +$765 0.08% 123
2024
Q3 		$358K Sell
4,903
-563
-10% -$39.1K 0.07% 129
2024
Q2 		$370K Hold
5,466
– – 0.08% 129
2024
Q1 		$386K Sell
5,466
-138
-2% -$9.19K 0.09% 129
2023
Q4 		$361K Sell
5,604
-311
-5% -$18.3K 0.09% 113
2023
Q3 		$338K Sell
5,915
-292
-5% -$17.6K 0.09% 112
2023
Q2 		$378K Sell
6,207
-171
-3% -$9.81K 0.09% 117
2023
Q1 		$367K Buy
6,378
+34
+0.5% +$1.94K 0.09% 114
2022
Q4 		$342K Sell
6,344
-3,257
-34% -$175K 0.09% 110
2022
Q3 		$484K Buy
9,601
+124
+1% +$6.91K 0.13% 92
2022
Q2 		$492K Sell
9,477
-10,147
-52% -$578K 0.14% 86
2022
Q1 		$1.26M Sell
19,624
-11,351
-37% -$731K 0.33% 65
2021
Q4 		$2.27M Sell
30,975
-6,099
-16% -$444K 0.52% 54
2021
Q3 		$2.55M Sell
37,074
-5,147
-12% -$363K 0.69% 46
2021
Q2 		$2.91M Buy
42,221
+3,473
+9% +$229K 0.82% 43
2021
Q1 		$2.44M Buy
38,748
+90
+0.2% +$5.83K 0.76% 41
2020
Q4 		$2.46M Sell
38,658
-2,484
-6% -$147K 0.89% 39
2020
Q3 		$2.2M Buy
41,142
+11,628
+39% +$606K 0.86% 39
2020
Q2 		$1.44M Buy
29,514
+5,184
+21% +$228K 0.71% 45
2020
Q1 		$884K Sell
24,330
-216
-0.9% -$9.16K 0.59% 52
2019
Q4 		$1.08M Sell
24,546
-30
-0.1% -$1.26K 0.6% 50
2019
Q3 		$997K Buy
+24,576
New +$1.03M 0.59% 51
2019
Q1 		$2.28M Buy
+58,146
New +$2.14M 1.72% 19

Other funds holding IMCG

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

TAP Consulting's IMCG Position: Q4 2024 in Review

TAP Consulting increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.2% in Q4 2024, buying an estimated $765 and bringing the position to 4,913 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #123.

TAP Consulting first reported a position in IMCG in Q1 2019 and has held it in 23 quarters since. The position peaked at $2.91M in Q2 2021. 356 funds tracked by Wall St. Rank hold IMCG as of Q4 2024.

  • TAP Consulting held 4,913 shares of iShares Morningstar Mid-Cap Growth ETF worth $371K as of Q4 2024.
  • TAP Consulting bought 10 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $765.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.08% of TAP Consulting's portfolio in Q4 2024, its #123 holding.
  • TAP Consulting first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2019 and has held it in 23 quarters since.
  • TAP Consulting's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.91M in Q2 2021.
  • 356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.