First Command Bank’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

First Command Bank’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 Q3	–	Sell	-550	Closed	-$29K	–	430
2022 Q2	$29K	Hold	550	–	–	﹤0.01%	265
2022 Q1	$35K	Hold	550	–	–	﹤0.01%	265
2021 Q4	$38K	Hold	550	–	–	0.01%	272
2021 Q3	$38K	Hold	550	–	–	0.01%	272
2021 Q2	$38K	Sell	550 -200	-27%	-$13.2K	﹤0.01%	276
2021 Q1	$47K	Hold	750	–	–	0.01%	243
2020 Q4	$48K	Hold	750	–	–	0.01%	224
2020 Q3	$40K	Hold	750	–	–	0.01%	210
2020 Q2	$37K	Buy	+750	New	+$33K	0.01%	208

Other funds holding IMCG

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

First Command Bank's IMCG Position: Q3 2022 in Review

First Command Bank sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2022, closing a stake of 550 shares — an estimated $29K sold.

First Command Bank first reported a position in IMCG in Q2 2020 and held it in 9 quarters. The position peaked at $48K in Q4 2020. 216 funds tracked by Wall St. Rank hold IMCG as of Q3 2022.

First Command Bank reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
First Command Bank sold 550 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2022, an estimated $29K.
First Command Bank first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and held it in 9 quarters.
First Command Bank's iShares Morningstar Mid-Cap Growth ETF position peaked at $48K in Q4 2020.
216 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2022.

Based on First Command Bank's 13F filing for Q3 2022, filed 24 Oct 2022.