CS
IMCG icon

Comerica Securities’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Comerica Securities’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
2023
Q1 		– Sell
-3,134
Closed -$169K – 917
2022
Q4 		$169K Sell
3,134
-4,502
-59% -$243K 0.01% 501
2022
Q3 		$385K Sell
7,636
-7,918
-51% -$442K 0.03% 311
2022
Q2 		$808K Buy
15,554
+296
+2% +$16.9K 0.06% 245
2022
Q1 		$981K Buy
15,258
+7,036
+86% +$453K 0.07% 226
2021
Q4 		$602K Hold
8,222
– – 0.04% 294
2021
Q3 		$566K Sell
8,222
-832
-9% -$58.8K 0.04% 297
2021
Q2 		$624K Sell
9,054
-1,170
-11% -$77.2K 0.05% 281
2021
Q1 		$644K Buy
10,224
+5,088
+99% +$329K 0.05% 273
2020
Q4 		$327K Buy
5,136
+1,170
+30% +$69K 0.03% 366
2020
Q3 		$212K Buy
+3,966
New +$207K 0.02% 425

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return