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

Beacon Pointe 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
Q2 		– Sell
-39,546
Closed -$2.66M – 1137
2022
Q1 		$2.66M Buy
+39,546
New +$2.63M 0.04% 387
2021
Q4 		– Sell
-44,981
Closed -$2.99M – 972
2021
Q3 		$2.99M Buy
+44,981
New +$3.05M 0.07% 226

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
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Pointe Advisors's IMCB Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2022, closing a stake of 39,546 shares — an estimated $2.66M sold.

Beacon Pointe Advisors first reported a position in IMCB in Q3 2021 and held it in 2 quarters. The position peaked at $2.99M in Q3 2021. 134 funds tracked by Wall St. Rank hold IMCB as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 39,546 iShares Morningstar Mid-Cap ETF shares in Q2 2022, an estimated $2.66M.
  • Beacon Pointe Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2021 and held it in 2 quarters.
  • Beacon Pointe Advisors's iShares Morningstar Mid-Cap ETF position peaked at $2.99M in Q3 2021.
  • 134 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.