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

Meridian 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
Q1 		– Sell
-11,508
Closed -$504K – 225
2019
Q4 		$504K Buy
11,508
+120
+1% +$5.03K 0.24% 84
2019
Q3 		$462K Buy
+11,388
New +$475K 0.22% 91

Other funds holding IMCG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Wealth Management's IMCG Position: Q1 2020 in Review

Meridian Wealth Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2020, closing a stake of 11,508 shares — an estimated $504K sold.

Meridian Wealth Management first reported a position in IMCG in Q3 2019 and held it in 2 quarters. The position peaked at $504K in Q4 2019. 115 funds tracked by Wall St. Rank hold IMCG as of Q1 2020.

  • Meridian Wealth Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 11,508 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2020, an estimated $504K.
  • Meridian Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2019 and held it in 2 quarters.
  • Meridian Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $504K in Q4 2019.
  • 115 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2020.

Based on Meridian Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.