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Parkside Investments’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Parkside Investments’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
-6,000
Closed -$218K – 105
2020
Q1 		$218K Sell
6,000
-4,074
-40% -$173K 0.07% 95
2019
Q4 		$441K Hold
10,074
– – 0.11% 91
2019
Q3 		$409K Buy
+10,074
New +$420K 0.11% 82

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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Parkside Investments's IMCG Position: Q2 2020 in Review

Parkside Investments sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2020, closing a stake of 6,000 shares — an estimated $218K sold.

Parkside Investments first reported a position in IMCG in Q3 2019 and held it in 3 quarters. The position peaked at $441K in Q4 2019. 141 funds tracked by Wall St. Rank hold IMCG as of Q2 2020.

  • Parkside Investments reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Parkside Investments sold 6,000 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2020, an estimated $218K.
  • Parkside Investments first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2019 and held it in 3 quarters.
  • Parkside Investments's iShares Morningstar Mid-Cap Growth ETF position peaked at $441K in Q4 2019.
  • 141 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2020.

Based on Parkside Investments's 13F filing for Q2 2020, filed 23 Jul 2020.