Leelyn Smith’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Leelyn Smith’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 Q2	–	Sell	-12	Closed	-$1K	–	364
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	371
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	346
2020 Q3	$1K	Buy	+12	New	+$626	﹤0.01%	324

Other funds holding IMCG

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

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

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

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

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

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

RJFSA

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

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Leelyn Smith's IMCG Position: Q2 2021 in Review

Leelyn Smith sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2021, closing a stake of 12 shares — an estimated $1K sold.

Leelyn Smith first reported a position in IMCG in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 184 funds tracked by Wall St. Rank hold IMCG as of Q2 2021.

Leelyn Smith reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Leelyn Smith sold 12 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2021, an estimated $1K.
Leelyn Smith first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2020 and held it in 3 quarters.
Leelyn Smith's iShares Morningstar Mid-Cap Growth ETF position peaked at $1K in Q1 2021.
184 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2021.

Based on Leelyn Smith's 13F filing for Q2 2021, filed 31 Aug 2021.