CIBC World Market’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

CIBC World Market’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 Q1	–	Sell	-3,420	Closed	-$250K	–	1367
2021 Q4	$250K	Hold	3,420	–	–	﹤0.01%	1185
2021 Q3	$236K	Sell	3,420 -846	-20%	-$59.7K	﹤0.01%	1202
2021 Q2	$294K	Buy	+4,266	New	+$281K	﹤0.01%	1151
2021 Q1	–	Sell	-4,266	Closed	-$272K	–	1350
2020 Q4	$272K	Buy	+4,266	New	+$252K	﹤0.01%	1115

Other funds holding IMCG

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

RJFSA

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC World Market's IMCG Position: Q1 2022 in Review

CIBC World Market sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2022, closing a stake of 3,420 shares — an estimated $250K sold.

CIBC World Market first reported a position in IMCG in Q4 2020 and held it in 4 quarters. The position peaked at $294K in Q2 2021. 221 funds tracked by Wall St. Rank hold IMCG as of Q1 2022.

CIBC World Market reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
CIBC World Market sold 3,420 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2022, an estimated $250K.
CIBC World Market first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and held it in 4 quarters.
CIBC World Market's iShares Morningstar Mid-Cap Growth ETF position peaked at $294K in Q2 2021.
221 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2022.

Based on CIBC World Market's 13F filing for Q1 2022, filed 12 May 2022.