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Wilbanks Smith & Thomas Asset Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$275K Sell
3,890
-280
-7% -$18.6K 0.01% 462
2023
Q4 		$269K Buy
+4,170
New +$245K 0.01% 457

Other funds holding IMCG

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IMCG Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 6.7% in Q1 2024, selling an estimated $18.6K and leaving 3,890 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #462.

Wilbanks Smith & Thomas Asset Management first reported a position in IMCG in Q4 2023 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold IMCG as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 3,890 shares of iShares Morningstar Mid-Cap Growth ETF worth $275K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 280 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $18.6K.
  • iShares Morningstar Mid-Cap Growth ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #462 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.