Baird Financial Group
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Baird Financial Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Baird Financial Group’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
2021
Q3 		– Sell
-92,224
Closed -$6.18M – 1889
2021
Q2 		$6.18M Buy
+92,224
New +$6.06M 0.02% 532

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group's IMCB Position: Q3 2021 in Review

Baird Financial Group sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2021, closing a stake of 92,224 shares — an estimated $6.18M sold.

Baird Financial Group first reported a position in IMCB in Q2 2021 and held it in 1 quarter. The position peaked at $6.18M in Q2 2021. 124 funds tracked by Wall St. Rank hold IMCB as of Q3 2021.

  • Baird Financial Group reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Baird Financial Group sold 92,224 iShares Morningstar Mid-Cap ETF shares in Q3 2021, an estimated $6.18M.
  • Baird Financial Group first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2021 and held it in 1 quarter.
  • Baird Financial Group's iShares Morningstar Mid-Cap ETF position peaked at $6.18M in Q2 2021.
  • 124 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2021.

Based on Baird Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.