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Caliber Wealth Management (Utah)’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Caliber Wealth Management (Utah)’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
2021
Q4 		– Sell
-30,704
Closed -$2.22M – 72
2021
Q3 		$2.22M Buy
30,704
+1,523
+5% +$108K 1.57% 21
2021
Q2 		$2.01M Sell
29,181
-12,255
-30% -$808K 1.42% 17
2021
Q1 		$2.61M Sell
41,436
-174
-0.4% -$11.3K 1.9% 8
2020
Q4 		$2.65M Buy
+41,610
New +$2.46M 2.6% 8

Other funds holding IMCG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Caliber Wealth Management (Utah)'s IMCG Position: Q4 2021 in Review

Caliber Wealth Management (Utah) sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2021, closing a stake of 30,704 shares — an estimated $2.22M sold.

Caliber Wealth Management (Utah) first reported a position in IMCG in Q4 2020 and held it in 4 quarters. The position peaked at $2.65M in Q4 2020. 218 funds tracked by Wall St. Rank hold IMCG as of Q4 2021.

  • Caliber Wealth Management (Utah) reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 30,704 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2021, an estimated $2.22M.
  • Caliber Wealth Management (Utah) first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and held it in 4 quarters.
  • Caliber Wealth Management (Utah)'s iShares Morningstar Mid-Cap Growth ETF position peaked at $2.65M in Q4 2020.
  • 218 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2021, filed 20 Jan 2022.