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

Resource 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 Q4	–	Sell	-4,050	Closed	-$279K	–	196
2021 Q3	$279K	Hold	4,050	–	–	0.03%	150
2021 Q2	$279K	Sell	4,050 -2,262	-36%	-$149K	0.03%	154
2021 Q1	$398K	Hold	6,312	–	–	0.05%	118
2020 Q4	$402K	Hold	6,312	–	–	0.05%	112
2020 Q3	$337K	Buy	+6,312	New	+$329K	0.06%	108

Other funds holding IMCG

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

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

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

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

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

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Resource Management's IMCG Position: Q4 2021 in Review

Resource Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2021, closing a stake of 4,050 shares — an estimated $279K sold.

Resource Management first reported a position in IMCG in Q3 2020 and held it in 5 quarters. The position peaked at $402K in Q4 2020. 218 funds tracked by Wall St. Rank hold IMCG as of Q4 2021.

Resource Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
Resource Management sold 4,050 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2021, an estimated $279K.
Resource Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2020 and held it in 5 quarters.
Resource Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $402K in Q4 2020.
218 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.