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

Cooper 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
2021
Q3 		– Sell
-20,654
Closed -$1.42M – 258
2021
Q2 		$1.42M Buy
20,654
+4,196
+25% +$277K 0.29% 56
2021
Q1 		$1.04M Buy
+16,458
New +$1.07M 0.23% 61

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cooper Financial Group's IMCG Position: Q3 2021 in Review

Cooper Financial Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2021, closing a stake of 20,654 shares — an estimated $1.42M sold.

Cooper Financial Group first reported a position in IMCG in Q1 2021 and held it in 2 quarters. The position peaked at $1.42M in Q2 2021. 182 funds tracked by Wall St. Rank hold IMCG as of Q3 2021.

  • Cooper Financial Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Cooper Financial Group sold 20,654 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2021, an estimated $1.42M.
  • Cooper Financial Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2021 and held it in 2 quarters.
  • Cooper Financial Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.42M in Q2 2021.
  • 182 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2021.

Based on Cooper Financial Group's 13F filing for Q3 2021, filed 6 Oct 2021.