WIA
IMCG icon

Wetzel Investment Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-157
Closed -$11.1K – 482
2024
Q2 		$11.1K Hold
157
– – 0.01% 446
2024
Q1 		$10.3K Buy
157
+10
+7% +$666 0.01% 524
2023
Q4 		$9K Buy
+147
New +$8.64K 0.01% 550

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $3.79B 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wetzel Investment Advisors's IMCG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2024, closing a stake of 157 shares — an estimated $11.1K sold.

Wetzel Investment Advisors first reported a position in IMCG in Q4 2023 and held it in 3 quarters. The position peaked at $11.1K in Q2 2024. 316 funds tracked by Wall St. Rank hold IMCG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 157 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2024, an estimated $11.1K.
  • Wetzel Investment Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $11.1K in Q2 2024.
  • 316 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.