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

Win 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
Q2 		– Sell
-6,100
Closed -$431K – 60
2024
Q1 		$431K Buy
+6,100
New +$406K 0.19% 39

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Win Advisors's IMCG Position: Q2 2024 in Review

Win Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2024, closing a stake of 6,100 shares — an estimated $431K sold.

Win Advisors first reported a position in IMCG in Q1 2024 and held it in 1 quarter. The position peaked at $431K in Q1 2024. 294 funds tracked by Wall St. Rank hold IMCG as of Q2 2024.

  • Win Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Win Advisors sold 6,100 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $431K.
  • Win Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Win Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $431K in Q1 2024.
  • 294 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Win Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.