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Colonial River Investments’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Colonial River Investments’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 – 230
2021
Q3 		$2.22M Buy
+30,704
New +$2.17M 1.57% 21

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Colonial River Investments's IMCG Position: Q4 2021 in Review

Colonial River Investments 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.

Colonial River Investments first reported a position in IMCG in Q3 2021 and held it in 1 quarter. The position peaked at $2.22M in Q3 2021. 218 funds tracked by Wall St. Rank hold IMCG as of Q4 2021.

  • Colonial River Investments reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Colonial River Investments sold 30,704 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2021, an estimated $2.22M.
  • Colonial River Investments first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2021 and held it in 1 quarter.
  • Colonial River Investments's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.22M in Q3 2021.
  • 218 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2021.

Based on Colonial River Investments's 13F filing for Q4 2021, filed 15 Feb 2022.