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

WMG Financial 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
2022 Q2	–	Sell	-5,160	Closed	-$333K	–	160
2022 Q1	$333K	Hold	5,160	–	–	0.24%	98
2021 Q4	$377K	Buy	+5,160	New	+$375K	0.29%	92

Other funds holding IMCG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

OWM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WMG Financial Advisors's IMCG Position: Q2 2022 in Review

WMG Financial Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2022, closing a stake of 5,160 shares — an estimated $333K sold.

WMG Financial Advisors first reported a position in IMCG in Q4 2021 and held it in 2 quarters. The position peaked at $377K in Q4 2021. 217 funds tracked by Wall St. Rank hold IMCG as of Q2 2022.

WMG Financial Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
WMG Financial Advisors sold 5,160 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $333K.
WMG Financial Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
WMG Financial Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $377K in Q4 2021.
217 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on WMG Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.