Patriot Financial Group Insurance Agency’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-196	Closed	-$10K	–	1129
2022 Q2	$10K	Hold	196	–	–	﹤0.01%	1242
2022 Q1	$13K	Buy	196 +5	+3%	+$322	﹤0.01%	1262
2021 Q4	$14K	Hold	191	–	–	﹤0.01%	1348
2021 Q3	$13K	Hold	191	–	–	﹤0.01%	1361
2021 Q2	$13K	Buy	191 +131	+218%	+$8.64K	﹤0.01%	1343
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	1622
2020 Q4	$4K	Hold	60	–	–	﹤0.01%	1480
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	1367
2020 Q2	$3K	Hold	60	–	–	﹤0.01%	1309
2020 Q1	$2K	Hold	60	–	–	﹤0.01%	1305
2019 Q4	$3K	Sell	60 -588	-91%	-$24.7K	﹤0.01%	1048
2019 Q3	$26K	Buy	648 +18	+3%	+$751	0.01%	577
2019 Q2	$27K	Buy	+630	New	+$25.4K	0.01%	562

Other funds holding IMCG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

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

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

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

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

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

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CFD

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

Patriot Financial Group Insurance Agency's IMCG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2022, closing a stake of 196 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in IMCG in Q2 2019 and held it in 13 quarters. The position peaked at $27K in Q2 2019. 216 funds tracked by Wall St. Rank hold IMCG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 196 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2022, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2019 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's iShares Morningstar Mid-Cap Growth ETF position peaked at $27K in Q2 2019.
216 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.