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 $376B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return