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WealthPLAN Partners’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

WealthPLAN Partners’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
2019
Q3 		– Sell
-9,240
Closed -$384K – 242
2019
Q2 		$384K Buy
+9,240
New +$373K 0.06% 165

Other funds holding IMCG

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthPLAN Partners's IMCG Position: Q3 2019 in Review

WealthPLAN Partners sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q3 2019, closing a stake of 9,240 shares — an estimated $384K sold.

WealthPLAN Partners first reported a position in IMCG in Q2 2019 and held it in 1 quarter. The position peaked at $384K in Q2 2019. 97 funds tracked by Wall St. Rank hold IMCG as of Q3 2019.

  • WealthPLAN Partners reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • WealthPLAN Partners sold 9,240 iShares Morningstar Mid-Cap Growth ETF shares in Q3 2019, an estimated $384K.
  • WealthPLAN Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2019 and held it in 1 quarter.
  • WealthPLAN Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $384K in Q2 2019.
  • 97 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q3 2019.

Based on WealthPLAN Partners's 13F filing for Q3 2019, filed 15 Nov 2019.