Zimmermann Investment Management & Planning’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Zimmermann Investment Management & Planning’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
2022 Q4	–	Sell	-5,324	Closed	-$268K	–	93
2022 Q3	$268K	Sell	5,324 -2,198	-29%	-$123K	0.17%	74
2022 Q2	$391K	Sell	7,522 -1,374	-15%	-$78.2K	0.27%	66
2022 Q1	$572K	Sell	8,896 -5,184	-37%	-$334K	0.34%	56
2021 Q4	$1.03M	Buy	+14,080	New	+$1.02M	0.58%	35

Other funds holding IMCG

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

RJFSA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OWM

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

Zimmermann Investment Management & Planning's IMCG Position: Q4 2022 in Review

Zimmermann Investment Management & Planning sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2022, closing a stake of 5,324 shares — an estimated $268K sold.

Zimmermann Investment Management & Planning first reported a position in IMCG in Q4 2021 and held it in 4 quarters. The position peaked at $1.03M in Q4 2021. 226 funds tracked by Wall St. Rank hold IMCG as of Q4 2022.

Zimmermann Investment Management & Planning reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 5,324 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2022, an estimated $268K.
Zimmermann Investment Management & Planning first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 4 quarters.
Zimmermann Investment Management & Planning's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.03M in Q4 2021.
226 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2022, filed 20 Jan 2023.