Regions Financial Corp’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Regions Financial Corp’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
2019 Q2	–	Sell	-2,130	Closed	-$84K	–	1236
2019 Q1	$84K	Hold	2,130	–	–	﹤0.01%	1026
2018 Q4	$69K	Hold	2,130	–	–	﹤0.01%	1063
2018 Q3	$84K	Hold	2,130	–	–	﹤0.01%	1089
2018 Q2	$78K	Hold	2,130	–	–	﹤0.01%	1086
2018 Q1	$74K	Hold	2,130	–	–	﹤0.01%	1110
2017 Q4	$72K	Buy	+2,130	New	+$70K	﹤0.01%	1146

Other funds holding IMCG

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Regions Financial Corp's IMCG Position: Q2 2019 in Review

Regions Financial Corp sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2019, closing a stake of 2,130 shares — an estimated $84K sold.

Regions Financial Corp first reported a position in IMCG in Q4 2017 and held it in 6 quarters. The position peaked at $84K in Q1 2019. 90 funds tracked by Wall St. Rank hold IMCG as of Q2 2019.

Regions Financial Corp reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
Regions Financial Corp sold 2,130 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2019, an estimated $84K.
Regions Financial Corp first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2017 and held it in 6 quarters.
Regions Financial Corp's iShares Morningstar Mid-Cap Growth ETF position peaked at $84K in Q1 2019.
90 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2019.

Based on Regions Financial Corp's 13F filing for Q2 2019, filed 19 Jul 2019.