VAMG
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Voisard Asset Management Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Voisard Asset Management Group’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
2025
Q1 		– Sell
-4,096
Closed -$309K – 85
2024
Q4 		$309K Sell
4,096
-8,379
-67% -$641K 0.1% 65
2024
Q3 		$910K Buy
12,475
+9,674
+345% +$671K 0.38% 24
2024
Q2 		$190K Buy
+2,801
New +$190K 0.09% 61

Other funds holding IMCG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

Voisard Asset Management Group's IMCG Position: Q1 2025 in Review

Voisard Asset Management Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2025, closing a stake of 4,096 shares — an estimated $309K sold.

Voisard Asset Management Group first reported a position in IMCG in Q2 2024 and held it in 3 quarters. The position peaked at $910K in Q3 2024. 358 funds tracked by Wall St. Rank hold IMCG as of Q1 2025.

  • Voisard Asset Management Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Voisard Asset Management Group sold 4,096 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $309K.
  • Voisard Asset Management Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2024 and held it in 3 quarters.
  • Voisard Asset Management Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $910K in Q3 2024.
  • 358 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Voisard Asset Management Group's 13F filing for Q1 2025, filed 14 May 2025.