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

Merriman 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
2021
Q2 		– Sell
-21,546
Closed -$1.36M – 219
2021
Q1 		$1.36M Sell
21,546
-546
-2% -$35.4K 0.16% 82
2020
Q4 		$1.41M Sell
22,092
-438
-2% -$25.8K 0.15% 94
2020
Q3 		$1.2M Sell
22,530
-24
-0.1% -$1.25K 0.18% 74
2020
Q2 		$1.1M Sell
22,554
-6,096
-21% -$268K 0.18% 76
2020
Q1 		$1.04M Sell
28,650
-600
-2% -$25.4K 0.23% 61
2019
Q4 		$1.28M Sell
29,250
-852
-3% -$35.7K 0.25% 76
2019
Q3 		$1.22M Buy
+30,102
New +$1.26M 0.25% 76

Other funds holding IMCG

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return