Sowell Financial Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Sowell Financial Services’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 Q1	–	Sell	-35,655	Closed	-$2.61M	–	329
2021 Q4	$2.61M	Buy	35,655 +10,948	+44%	+$796K	0.15%	158
2021 Q3	$1.7M	Buy	24,707 +9,991	+68%	+$706K	0.11%	203
2021 Q2	$1.01M	Sell	14,716 -53,882	-79%	-$3.55M	0.07%	301
2021 Q1	$738K	Buy	68,598 +68,358	+28,483%	+$4.43M	0.03%	503
2020 Q4	$15K	Hold	240	–	–	﹤0.01%	1856
2020 Q3	$13K	Hold	240	–	–	﹤0.01%	1730
2020 Q2	$12K	Hold	240	–	–	﹤0.01%	1625
2020 Q1	$9K	Hold	240	–	–	﹤0.01%	1632
2019 Q4	$11K	Buy	+240	New	+$10.1K	﹤0.01%	1652

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Sowell Financial Services's IMCG Position: Q1 2022 in Review

Sowell Financial Services sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2022, closing a stake of 35,655 shares — an estimated $2.61M sold.

Sowell Financial Services first reported a position in IMCG in Q4 2019 and held it in 9 quarters. The position peaked at $2.61M in Q4 2021. 221 funds tracked by Wall St. Rank hold IMCG as of Q1 2022.

Sowell Financial Services reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Sowell Financial Services sold 35,655 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2022, an estimated $2.61M.
Sowell Financial Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 9 quarters.
Sowell Financial Services's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.61M in Q4 2021.
221 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.