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Fulcrum Equity Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Fulcrum Equity Management’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
Q3 		– Sell
-35,622
Closed -$1.74M – 159
2020
Q2 		$1.74M Buy
+35,622
New +$1.57M 0.82% 20

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Fulcrum Equity Management's IMCG Position: Q3 2020 in Review

Fulcrum Equity Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2020, closing a stake of 35,622 shares — an estimated $1.74M sold.

Fulcrum Equity Management first reported a position in IMCG in Q2 2020 and held it in 1 quarter. The position peaked at $1.74M in Q2 2020. 156 funds tracked by Wall St. Rank hold IMCG as of Q3 2020.

  • Fulcrum Equity Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 35,622 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2020, an estimated $1.74M.
  • Fulcrum Equity Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and held it in 1 quarter.
  • Fulcrum Equity Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.74M in Q2 2020.
  • 156 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2020.

Based on Fulcrum Equity Management's 13F filing for Q3 2020, filed 27 Oct 2020.