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

Titus 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
2022 Q2	$239K	Hold	4,600	–	–	0.12%	130
2022 Q1	$296K	Sell	4,600 -200	-4%	-$12.9K	0.13%	123
2021 Q4	$352K	Hold	4,800	–	–	0.16%	101
2021 Q3	$331K	Hold	4,800	–	–	0.17%	97
2021 Q2	$331K	Hold	4,800	–	–	0.18%	98
2021 Q1	$303K	Sell	4,800 -600	-11%	-$38.9K	0.18%	98
2020 Q4	$344K	Hold	5,400	–	–	0.21%	85
2020 Q3	$288K	Hold	5,400	–	–	0.21%	87
2020 Q2	$264K	Buy	+5,400	New	+$238K	0.21%	83
2020 Q1	–	Sell	-5,850	Closed	-$256K	–	108
2019 Q4	$256K	Hold	5,850	–	–	0.26%	83
2019 Q3	$237K	Hold	5,850	–	–	0.22%	86
2019 Q2	$245K	Buy	+5,850	New	+$236K	0.24%	76
2018 Q4	–	Sell	-5,850	Closed	-$230K	–	98
2018 Q3	$230K	Buy	+5,850	New	+$224K	0.2%	80
2018 Q2	–	Sell	-5,850	Closed	-$204K	–	95
2018 Q1	$204K	Buy	+5,850	New	+$205K	0.2%	82

Other funds holding IMCG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Titus Wealth Management's IMCG Position: Q2 2022 in Review

Titus Wealth Management held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2022 at 4,600 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #130.

Titus Wealth Management first reported a position in IMCG in Q1 2018 and has held it in 14 quarters since. The position peaked at $352K in Q4 2021. 217 funds tracked by Wall St. Rank hold IMCG as of Q2 2022.

Titus Wealth Management held 4,600 shares of iShares Morningstar Mid-Cap Growth ETF worth $239K as of Q2 2022.
Titus Wealth Management left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2022.
iShares Morningstar Mid-Cap Growth ETF made up 0.12% of Titus Wealth Management's portfolio in Q2 2022, its #130 holding.
Titus Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2018 and has held it in 14 quarters since.
Titus Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $352K in Q4 2021.
217 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.