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IFS Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

IFS Advisors’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
-444
Closed -$28K – 77
2020
Q4 		$28K Buy
+444
New +$26.2K 0.02% 63

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

IFS Advisors's IMCG Position: Q1 2021 in Review

IFS Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2021, closing a stake of 444 shares — an estimated $28K sold.

IFS Advisors first reported a position in IMCG in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 192 funds tracked by Wall St. Rank hold IMCG as of Q1 2021.

  • IFS Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • IFS Advisors sold 444 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2021, an estimated $28K.
  • IFS Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • IFS Advisors'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 IFS Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.