Wolf Group Capital Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Wolf Group Capital 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
2025 Q1	$5.27M	Sell	73,823 -319	-0.4%	-$24.3K	1.77%	14
2024 Q4	$4.52M	Hold	74,142	–	–	2.19%	9
2024 Q3	$4.52M	Buy	74,142 +2,994	+4%	+$208K	2.15%	9
2024 Q2	$4.82M	Sell	71,148 -2,994	-4%	-$204K	1.9%	11
2024 Q1	$4.52M	Hold	74,142	–	–	2.15%	9
2023 Q4	$4.52M	Sell	74,142 -885	-1%	-$52K	2.14%	9
2023 Q3	$4.29M	Buy	75,027 +1,879	+3%	+$113K	2.03%	11
2023 Q2	$4.18M	Buy	73,148 +2,721	+4%	+$156K	2.08%	10
2023 Q1	$4.05M	Sell	70,427 -3,300	-4%	-$189K	2.01%	10
2022 Q4	$3.97M	Buy	+73,727	New	+$3.97M	1.87%	12

Other funds holding IMCG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Wolf Group Capital Advisors's IMCG Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.43% in Q1 2025, selling an estimated $24.3K and leaving 73,823 shares worth $5.27M. The position accounts for 1.77% of the portfolio, ranked #14.

Wolf Group Capital Advisors first reported a position in IMCG in Q4 2022 and has held it in 10 quarters since. 357 funds tracked by Wall St. Rank hold IMCG as of Q1 2025.

Wolf Group Capital Advisors held 73,823 shares of iShares Morningstar Mid-Cap Growth ETF worth $5.27M as of Q1 2025.
Wolf Group Capital Advisors sold 319 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2025, an estimated $24.3K.
iShares Morningstar Mid-Cap Growth ETF made up 1.77% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #14 holding.
Wolf Group Capital Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 10 quarters since.
357 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.