Intelligence Driven Advisers’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Intelligence Driven Advisers’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
2019 Q3	–	Sell	-5,928	Closed	-$249K	–	98
2019 Q2	$249K	Sell	5,928 -10,272	-63%	-$414K	0.12%	90
2019 Q1	$635K	Sell	16,200 -1,290	-7%	-$47.4K	0.35%	40
2018 Q4	$567K	Buy	+17,490	New	+$609K	0.36%	45

Other funds holding IMCG

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Intelligence Driven Advisers's IMCG Position: Q3 2019 in Review

Intelligence Driven Advisers sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2019, closing a stake of 5,928 shares — an estimated $249K sold.

Intelligence Driven Advisers first reported a position in IMCG in Q4 2018 and held it in 3 quarters. The position peaked at $635K in Q1 2019. 97 funds tracked by Wall St. Rank hold IMCG as of Q3 2019.

Intelligence Driven Advisers reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
Intelligence Driven Advisers sold 5,928 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2019, an estimated $249K.
Intelligence Driven Advisers first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2018 and held it in 3 quarters.
Intelligence Driven Advisers's iShares Morningstar Mid-Cap Growth ETF position peaked at $635K in Q1 2019.
97 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2019.

Based on Intelligence Driven Advisers's 13F filing for Q3 2019, filed 4 Sep 2020.