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Safeguard Investment Advisory Group’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-240
Closed -$15K – 370
2020
Q4 		$15K Buy
+240
New +$14.2K 0.01% 350

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
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Safeguard Investment Advisory Group's IMCG Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2021, closing a stake of 240 shares — an estimated $15K sold.

Safeguard Investment Advisory Group first reported a position in IMCG in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 192 funds tracked by Wall St. Rank hold IMCG as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 240 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2021, an estimated $15K.
  • Safeguard Investment Advisory Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares Morningstar Mid-Cap Growth ETF position peaked at $15K in Q4 2020.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.