Independent Portfolio Consultants’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$199K	Hold	6,540	–	–	0.08%	289
2017 Q1	$190K	Hold	6,540	–	–	0.07%	337
2016 Q4	$177K	Hold	6,540	–	–	0.06%	342
2016 Q3	$178K	Hold	6,540	–	–	0.06%	355
2016 Q2	$170K	Hold	6,540	–	–	0.05%	364
2016 Q1	$166K	Hold	6,540	–	–	0.05%	383
2015 Q4	$168K	Hold	6,540	–	–	0.05%	358
2015 Q3	$163K	Hold	6,540	–	–	0.04%	376
2015 Q2	$179K	Hold	6,540	–	–	0.04%	383
2015 Q1	$182K	Hold	6,540	–	–	0.04%	380
2014 Q4	$171K	Hold	6,540	–	–	0.03%	403
2014 Q3	$161K	Hold	6,540	–	–	0.04%	493
2014 Q2	$163K	Buy	+6,540	New	+$157K	0.05%	470

Other funds holding IMCG

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Independent Portfolio Consultants's IMCG Position: Q2 2017 in Review

Independent Portfolio Consultants held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2017 at 6,540 shares worth $199K. The position accounts for 0.08% of the portfolio, ranked #289.

Independent Portfolio Consultants first reported a position in IMCG in Q2 2014 and has held it in 13 quarters since. 54 funds tracked by Wall St. Rank hold IMCG as of Q2 2017.

Independent Portfolio Consultants held 6,540 shares of iShares Morningstar Mid-Cap Growth ETF worth $199K as of Q2 2017.
Independent Portfolio Consultants left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2017.
iShares Morningstar Mid-Cap Growth ETF made up 0.08% of Independent Portfolio Consultants's portfolio in Q2 2017, its #289 holding.
Independent Portfolio Consultants first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2014 and has held it in 13 quarters since.
54 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.