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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.59B AUM 18.62% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return