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Founders Financial Alliance’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-246
Closed -$13K – 827
2020
Q3 		$13K Buy
+246
New +$12.8K 0.01% 688

Other funds holding IMCG

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Founders Financial Alliance's IMCG Position: Q4 2020 in Review

Founders Financial Alliance sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2020, closing a stake of 246 shares — an estimated $13K sold.

Founders Financial Alliance first reported a position in IMCG in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 185 funds tracked by Wall St. Rank hold IMCG as of Q4 2020.

  • Founders Financial Alliance reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 246 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2020, an estimated $13K.
  • Founders Financial Alliance first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's iShares Morningstar Mid-Cap Growth ETF position peaked at $13K in Q3 2020.
  • 185 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.