Mid Atlantic Financial Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Mid Atlantic Financial 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 Q3	$352K	Sell	5,108 -108	-2%	-$7.63K	0.02%	595
2021 Q2	$359K	Buy	5,216 +2	+0%	+$132	0.02%	595
2021 Q1	$329K	Hold	5,214	–	–	0.02%	587
2020 Q4	$332K	Buy	5,214 +246	+5%	+$14.5K	0.03%	536
2020 Q3	$287K	Buy	4,968 +90	+2%	+$4.69K	0.03%	537
2020 Q2	$238K	Buy	+4,878	New	+$215K	0.02%	560

Other funds holding IMCG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

CFD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mid Atlantic Financial Management's IMCG Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 2.1% in Q3 2021, selling an estimated $7.63K and leaving 5,108 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #595.

Mid Atlantic Financial Management first reported a position in IMCG in Q2 2020 and has held it in 6 quarters since. The position peaked at $359K in Q2 2021. 182 funds tracked by Wall St. Rank hold IMCG as of Q3 2021.

Mid Atlantic Financial Management held 5,108 shares of iShares Morningstar Mid-Cap Growth ETF worth $352K as of Q3 2021.
Mid Atlantic Financial Management sold 108 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2021, an estimated $7.63K.
iShares Morningstar Mid-Cap Growth ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #595 holding.
Mid Atlantic Financial Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 6 quarters since.
Mid Atlantic Financial Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $359K in Q2 2021.
182 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.