TD Waterhouse Canada’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

TD Waterhouse Canada’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
2024 Q1	–	Sell	-1,790	Closed	-$112K	–	1846
2023 Q4	$112K	Sell	1,790 -612	-25%	-$36K	﹤0.01%	788
2023 Q3	$136K	Sell	2,402 -4,580	-66%	-$276K	﹤0.01%	703
2023 Q2	$426K	Sell	6,982 -3,215	-32%	-$184K	﹤0.01%	563
2023 Q1	$585K	Sell	10,197 -379	-4%	-$21.7K	0.01%	504
2022 Q4	$566K	Sell	10,576 -112	-1%	-$6.03K	0.01%	502
2022 Q3	$553K	Sell	10,688 -383	-3%	-$21.4K	0.01%	486
2022 Q2	$584K	Sell	11,071 -299	-3%	-$17K	0.01%	502
2022 Q1	$735K	Buy	11,370 +480	+4%	+$30.9K	0.01%	510
2021 Q4	$785K	Buy	+10,890	New	+$792K	0.01%	521

Other funds holding IMCG

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TD Waterhouse Canada's IMCG Position: Q1 2024 in Review

TD Waterhouse Canada sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2024, closing a stake of 1,790 shares — an estimated $112K sold.

TD Waterhouse Canada first reported a position in IMCG in Q4 2021 and held it in 9 quarters. The position peaked at $785K in Q4 2021. 299 funds tracked by Wall St. Rank hold IMCG as of Q1 2024.

TD Waterhouse Canada reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
TD Waterhouse Canada sold 1,790 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $112K.
TD Waterhouse Canada first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 9 quarters.
TD Waterhouse Canada's iShares Morningstar Mid-Cap Growth ETF position peaked at $785K in Q4 2021.
299 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on TD Waterhouse Canada's 13F filing for Q1 2024, filed 10 May 2024.