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

WealthSource 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
2021
Q2 		– Sell
-6,282
Closed -$396K – 481
2021
Q1 		$396K Buy
+6,282
New +$407K 0.04% 285
2020
Q1 		– Sell
-12,240
Closed -$536K – 381
2019
Q4 		$536K Buy
+12,240
New +$513K 0.07% 218

Other funds holding IMCG

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

WealthSource Partners's IMCG Position: Q2 2021 in Review

WealthSource Partners sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2021, closing a stake of 6,282 shares — an estimated $396K sold.

WealthSource Partners first reported a position in IMCG in Q4 2019 and held it in 2 quarters. The position peaked at $536K in Q4 2019. 184 funds tracked by Wall St. Rank hold IMCG as of Q2 2021.

  • WealthSource Partners reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • WealthSource Partners sold 6,282 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2021, an estimated $396K.
  • WealthSource Partners first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 2 quarters.
  • WealthSource Partners's iShares Morningstar Mid-Cap Growth ETF position peaked at $536K in Q4 2019.
  • 184 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2021.

Based on WealthSource Partners's 13F filing for Q2 2021, filed 18 Nov 2021.