TD Ameritrade Investment Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

TD Ameritrade Investment 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
2023 Q3	–	Sell	-905	Closed	-$55K	–	222
2023 Q2	$55K	Sell	905 -247	-21%	-$14.2K	﹤0.01%	249
2023 Q1	$66K	Sell	1,152 -5	-0.4%	-$286	﹤0.01%	247
2022 Q4	$62K	Sell	1,157 -10	-0.9%	-$539	﹤0.01%	258
2022 Q3	$59K	Sell	1,167 -359	-24%	-$20K	﹤0.01%	269
2022 Q2	$79K	Sell	1,526 -156	-9%	-$8.88K	﹤0.01%	266
2022 Q1	$108K	Sell	1,682 -10	-0.6%	-$644	﹤0.01%	284
2021 Q4	$124K	Buy	1,692 +1,326	+362%	+$96.4K	﹤0.01%	276
2021 Q3	$117K	Sell	366 -1,456	-80%	-$103K	﹤0.01%	246
2021 Q2	$126K	Sell	1,822 -86	-5%	-$5.67K	﹤0.01%	266
2021 Q1	$122K	Hold	1,908	–	–	﹤0.01%	253
2020 Q4	$122K	Sell	1,908 -288	-13%	-$17K	﹤0.01%	253
2020 Q3	$117K	Sell	2,196 -576	-21%	-$30K	﹤0.01%	246
2020 Q2	$135K	Sell	2,772 -702	-20%	-$30.9K	﹤0.01%	229
2020 Q1	$126K	Buy	+3,474	New	+$147K	﹤0.01%	225
2017 Q2	–	Sell	-78	Closed	-$2K	–	99
2017 Q1	$2K	Hold	78	–	–	﹤0.01%	98
2016 Q4	$2K	Hold	78	–	–	﹤0.01%	88
2016 Q3	$2K	Hold	78	–	–	﹤0.01%	85
2016 Q2	$2K	Buy	78 +24	+44%	+$617	﹤0.01%	85
2016 Q1	$1K	Hold	54	–	–	﹤0.01%	85
2015 Q4	$1K	Hold	54	–	–	﹤0.01%	83
2015 Q3	$1K	Hold	54	–	–	﹤0.01%	83
2015 Q2	$1K	Sell	54 -6	-10%	-$167	﹤0.01%	83
2015 Q1	$2K	Buy	60 +36	+150%	+$962	﹤0.01%	85
2014 Q4	$1K	Sell	24 -120	-83%	-$3.03K	﹤0.01%	82
2014 Q3	$4K	Hold	144	–	–	﹤0.01%	80
2014 Q2	$4K	Sell	144 -24	-14%	-$577	﹤0.01%	79
2014 Q1	$4K	Hold	168	–	–	﹤0.01%	114
2013 Q4	$4K	Hold	168	–	–	﹤0.01%	106
2013 Q3	$4K	Hold	168	–	–	﹤0.01%	111
2013 Q2	$3K	Buy	+168	New	+$3.37K	﹤0.01%	109

Other funds holding IMCG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TD Ameritrade Investment Management's IMCG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2023, closing a stake of 905 shares — an estimated $55K sold.

TD Ameritrade Investment Management first reported a position in IMCG in Q2 2013 and held it in 30 quarters. The position peaked at $135K in Q2 2020. 251 funds tracked by Wall St. Rank hold IMCG as of Q3 2023.

TD Ameritrade Investment Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 905 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2023, an estimated $55K.
TD Ameritrade Investment Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 30 quarters.
TD Ameritrade Investment Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $135K in Q2 2020.
251 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.