American Portfolios Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

American Portfolios Advisors’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$206K	Hold	3,816	–	–	0.01%	1008
2022 Q2	$215K	Hold	3,816	–	–	0.01%	1014
2022 Q1	$257K	Buy	+3,816	New	+$254K	0.01%	1040
2019 Q1	–	Sell	-120	Closed	-$4.85K	–	2632
2018 Q4	$4.85K	Buy	+120	New	+$5.26K	﹤0.01%	1890

Other funds holding IMCB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's IMCB Position: Q3 2022 in Review

American Portfolios Advisors held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2022 at 3,816 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #1008.

American Portfolios Advisors first reported a position in IMCB in Q4 2018 and has held it in 4 quarters since. The position peaked at $257K in Q1 2022. 141 funds tracked by Wall St. Rank hold IMCB as of Q3 2022.

American Portfolios Advisors held 3,816 shares of iShares Morningstar Mid-Cap ETF worth $206K as of Q3 2022.
American Portfolios Advisors left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2022.
iShares Morningstar Mid-Cap ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1008 holding.
American Portfolios Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2018 and has held it in 4 quarters since.
American Portfolios Advisors's iShares Morningstar Mid-Cap ETF position peaked at $257K in Q1 2022.
141 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.