WR Wealth Planners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

WR Wealth Planners’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 Q4	$929K	Sell	12,298 -1,876	-13%	-$144K	0.3%	50
2024 Q3	$1.03M	Buy	14,174 +304	+2%	+$21.1K	0.29%	59
2024 Q2	$940K	Sell	13,870 -262	-2%	-$17.8K	0.29%	52
2024 Q1	$999K	Sell	14,132 -3,543	-20%	-$236K	0.31%	49
2023 Q4	$1.14M	Sell	17,675 -31	-0.2%	-$1.82K	0.42%	45
2023 Q3	$1.01M	Buy	17,706 +3,647	+26%	+$220K	0.39%	44
2023 Q2	$857K	Buy	14,059 +180	+1%	+$10.3K	0.33%	51
2023 Q1	$799K	Buy	13,879 +712	+5%	+$40.7K	0.35%	48
2022 Q4	$709K	Buy	+13,167	New	+$709K	0.44%	44

Other funds holding IMCG

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

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

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

WR Wealth Planners's IMCG Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 13% in Q4 2024, selling an estimated $144K and leaving 12,298 shares worth $929K. The position accounts for 0.3% of the portfolio, ranked #50.

WR Wealth Planners first reported a position in IMCG in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.14M in Q4 2023. 356 funds tracked by Wall St. Rank hold IMCG as of Q4 2024.

WR Wealth Planners held 12,298 shares of iShares Morningstar Mid-Cap Growth ETF worth $929K as of Q4 2024.
WR Wealth Planners sold 1,876 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $144K.
iShares Morningstar Mid-Cap Growth ETF made up 0.3% of WR Wealth Planners's portfolio in Q4 2024, its #50 holding.
WR Wealth Planners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 9 quarters since.
WR Wealth Planners's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.14M in Q4 2023.
356 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.