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Parametric Portfolio Associates’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Parametric Portfolio Associates’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
Q1 		– Sell
-3,174
Closed -$202K – 4066
2020
Q4 		$202K Buy
+3,174
New +$187K ﹤0.01% 3773

Other funds holding IMCG

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Parametric Portfolio Associates's IMCG Position: Q1 2021 in Review

Parametric Portfolio Associates sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2021, closing a stake of 3,174 shares — an estimated $202K sold.

Parametric Portfolio Associates first reported a position in IMCG in Q4 2020 and held it in 1 quarter. The position peaked at $202K in Q4 2020. 192 funds tracked by Wall St. Rank hold IMCG as of Q1 2021.

  • Parametric Portfolio Associates reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Parametric Portfolio Associates sold 3,174 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2021, an estimated $202K.
  • Parametric Portfolio Associates first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • Parametric Portfolio Associates's iShares Morningstar Mid-Cap Growth ETF position peaked at $202K in Q4 2020.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2021.

Based on Parametric Portfolio Associates's 13F filing for Q1 2021, filed 17 May 2021.