Swaine & Leidel Wealth Services’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Swaine & Leidel Wealth 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	$2.63M	Buy	+2,634	New	+$170K	2.03%	28
2021 Q1	$2.63M	Buy	+41,790	New	+$2.71M	1.7%	34

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

Swaine & Leidel Wealth Services's IMCG Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2022: 2,634 shares worth $2.63M. The stake represents 2.03% of the portfolio and ranks #28 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in IMCG as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in IMCG in Q1 2021 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold IMCG as of Q1 2022.

Swaine & Leidel Wealth Services held 2,634 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.63M as of Q1 2022.
iShares Morningstar Mid-Cap Growth ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
iShares Morningstar Mid-Cap Growth ETF made up 2.03% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #28 holding.
Swaine & Leidel Wealth Services first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2021 and has held it in 2 quarters since.
221 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.