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

Ancora 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 Q1	–	Sell	-8	Closed	-$1K	–	2466
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	2281
2021 Q3	$1K	Buy	+8	New	+$543	﹤0.01%	2123
2021 Q2	–	Sell	-36	Closed	-$2K	–	1971
2021 Q1	$2K	Buy	+36	New	+$2.2K	﹤0.01%	1636

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 $71.6B AUM 21.08% 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

RJFSA

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

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Ancora Advisors's IMCB Position: Q1 2022 in Review

Ancora Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2022, closing a stake of 8 shares — an estimated $1K sold.

Ancora Advisors first reported a position in IMCB in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 148 funds tracked by Wall St. Rank hold IMCB as of Q1 2022.

Ancora Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Ancora Advisors sold 8 iShares Morningstar Mid-Cap ETF shares in Q1 2022, an estimated $1K.
Ancora Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2021 and held it in 3 quarters.
Ancora Advisors's iShares Morningstar Mid-Cap ETF position peaked at $2K in Q1 2021.
148 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2022.

Based on Ancora Advisors's 13F filing for Q1 2022, filed 13 May 2022.