JWM
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Jeppson Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Jeppson Wealth 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
Q4 		– Sell
-150
Closed -$8K – 271
2020
Q3 		$8K Buy
+150
New +$7.82K 0.01% 411

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
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Jeppson Wealth Management's IMCG Position: Q4 2020 in Review

Jeppson Wealth Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2020, closing a stake of 150 shares — an estimated $8K sold.

Jeppson Wealth Management first reported a position in IMCG in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 185 funds tracked by Wall St. Rank hold IMCG as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 150 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2020, an estimated $8K.
  • Jeppson Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $8K in Q3 2020.
  • 185 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.