U.S. Capital Wealth Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q3	–	Sell	-4,130	Closed	-$252K	–	658
2023 Q2	$252K	Hold	4,130	–	–	0.01%	573
2023 Q1	$238K	Buy	4,130 +120	+3%	+$6.86K	0.01%	582
2022 Q4	$216K	Buy	+4,010	New	+$216K	0.01%	588

Other funds holding IMCG

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

OWM

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

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

U.S. Capital Wealth Advisors's IMCG Position: Q3 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2023, closing a stake of 4,130 shares — an estimated $252K sold.

U.S. Capital Wealth Advisors first reported a position in IMCG in Q4 2022 and held it in 3 quarters. The position peaked at $252K in Q2 2023. 251 funds tracked by Wall St. Rank hold IMCG as of Q3 2023.

U.S. Capital Wealth Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 4,130 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2023, an estimated $252K.
U.S. Capital Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and held it in 3 quarters.
U.S. Capital Wealth Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $252K in Q2 2023.
251 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.