RiverTree Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

RiverTree Advisors’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 Q3	–	Sell	-4,644	Closed	-$320K	–	44
2021 Q2	$320K	Sell	4,644 -57,966	-93%	-$3.82M	0.22%	33
2021 Q1	$3.95M	Sell	62,610 -18,150	-22%	-$1.18M	2.77%	15
2020 Q4	$5.15M	Buy	+80,760	New	+$4.77M	4.12%	12

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RiverTree Advisors's IMCG Position: Q3 2021 in Review

RiverTree Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2021, closing a stake of 4,644 shares — an estimated $320K sold.

RiverTree Advisors first reported a position in IMCG in Q4 2020 and held it in 3 quarters. The position peaked at $5.15M in Q4 2020. 182 funds tracked by Wall St. Rank hold IMCG as of Q3 2021.

RiverTree Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
RiverTree Advisors sold 4,644 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2021, an estimated $320K.
RiverTree Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and held it in 3 quarters.
RiverTree Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $5.15M in Q4 2020.
182 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2021.

Based on RiverTree Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.