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HM Payson & Co’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

HM Payson & Co’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
Q1 		– Sell
-438
Closed -$28K – 1149
2020
Q4 		$28K Hold
438
– – ﹤0.01% 712
2020
Q3 		$23K Buy
+438
New +$22.8K ﹤0.01% 710

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 $1.89T AUM 35.08% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

HM Payson & Co's IMCG Position: Q1 2021 in Review

HM Payson & Co sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2021, closing a stake of 438 shares — an estimated $28K sold.

HM Payson & Co first reported a position in IMCG in Q3 2020 and held it in 2 quarters. The position peaked at $28K in Q4 2020. 192 funds tracked by Wall St. Rank hold IMCG as of Q1 2021.

  • HM Payson & Co reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • HM Payson & Co sold 438 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2021, an estimated $28K.
  • HM Payson & Co first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2020 and held it in 2 quarters.
  • HM Payson & Co's iShares Morningstar Mid-Cap Growth ETF position peaked at $28K in Q4 2020.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2021.

Based on HM Payson & Co's 13F filing for Q1 2021, filed 15 Jun 2021.