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CMC Financial Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

CMC Financial Group’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
-41,397
Closed -$3.03M – 35
2021
Q4 		$3.03M Buy
+41,397
New +$3.01M 1.64% 8

Other funds holding IMCG

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CMC Financial Group's IMCG Position: Q1 2022 in Review

CMC Financial Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2022, closing a stake of 41,397 shares — an estimated $3.03M sold.

CMC Financial Group first reported a position in IMCG in Q4 2021 and held it in 1 quarter. The position peaked at $3.03M in Q4 2021. 221 funds tracked by Wall St. Rank hold IMCG as of Q1 2022.

  • CMC Financial Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • CMC Financial Group sold 41,397 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2022, an estimated $3.03M.
  • CMC Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • CMC Financial Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $3.03M in Q4 2021.
  • 221 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2022.

Based on CMC Financial Group's 13F filing for Q1 2022, filed 9 May 2022.