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

Tyler-Stone 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
2024 Q3	–	Sell	-574	Closed	-$38.9K	–	609
2024 Q2	$38.9K	Buy	574 +148	+35%	+$10.1K	0.02%	411
2024 Q1	$30.1K	Sell	426 -208	-33%	-$13.9K	0.01%	447
2023 Q4	$40.9K	Buy	634 +382	+152%	+$22.4K	0.02%	388
2023 Q3	$14K	Buy	+252	New	+$15.2K	0.01%	542

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

RJFSA

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

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

AWM

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

AAS

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

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

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

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

Tyler-Stone Wealth Management's IMCG Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2024, closing a stake of 574 shares — an estimated $38.9K sold.

Tyler-Stone Wealth Management first reported a position in IMCG in Q3 2023 and held it in 4 quarters. The position peaked at $40.9K in Q4 2023. 316 funds tracked by Wall St. Rank hold IMCG as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 574 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $38.9K.
Tyler-Stone Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2023 and held it in 4 quarters.
Tyler-Stone Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $40.9K in Q4 2023.
316 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.