Lehman & Derafelo Financial Resources’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Lehman & Derafelo Financial Resources’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 Q2	–	Sell	-348	Closed	-$13K	–	258
2020 Q1	$13K	Hold	348	–	–	0.01%	152
2019 Q4	$15K	Hold	348	–	–	0.01%	165
2019 Q3	$14K	Hold	348	–	–	0.01%	155
2019 Q2	$15K	Hold	348	–	–	0.01%	146
2019 Q1	$14K	Hold	348	–	–	0.01%	148
2018 Q4	$11K	Buy	+348	New	+$12.1K	0.01%	143

Other funds holding IMCG

RJFSA

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

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

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

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

MTC

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Lehman & Derafelo Financial Resources's IMCG Position: Q2 2020 in Review

Lehman & Derafelo Financial Resources sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2020, closing a stake of 348 shares — an estimated $13K sold.

Lehman & Derafelo Financial Resources first reported a position in IMCG in Q4 2018 and held it in 6 quarters. The position peaked at $15K in Q4 2019. 141 funds tracked by Wall St. Rank hold IMCG as of Q2 2020.

Lehman & Derafelo Financial Resources reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 348 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2020, an estimated $13K.
Lehman & Derafelo Financial Resources first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2018 and held it in 6 quarters.
Lehman & Derafelo Financial Resources's iShares Morningstar Mid-Cap Growth ETF position peaked at $15K in Q4 2019.
141 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2020, filed 30 Jul 2020.