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Altshuler Shaham’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Altshuler Shaham’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
2018
Q3 		– Sell
-54
Closed -$1K – 273
2018
Q2 		$1K Buy
+54
New +$1.93K ﹤0.01% 210

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Altshuler Shaham's IMCG Position: Q3 2018 in Review

Altshuler Shaham sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2018, closing a stake of 54 shares — an estimated $1K sold.

Altshuler Shaham first reported a position in IMCG in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 66 funds tracked by Wall St. Rank hold IMCG as of Q3 2018.

  • Altshuler Shaham reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Altshuler Shaham sold 54 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2018, an estimated $1K.
  • Altshuler Shaham first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2018 and held it in 1 quarter.
  • Altshuler Shaham's iShares Morningstar Mid-Cap Growth ETF position peaked at $1K in Q2 2018.
  • 66 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2018.

Based on Altshuler Shaham's 13F filing for Q3 2018, filed 13 Nov 2018.