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Belpointe Asset Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-947
Closed -$57.4K – 1895
2023
Q1 		$57.4K Hold
947
– – ﹤0.01% 1618
2022
Q4 		$55.6K Buy
+947
New +$55.4K ﹤0.01% 1541

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Belpointe Asset Management's IMCB Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2023, closing a stake of 947 shares — an estimated $57.4K sold.

Belpointe Asset Management first reported a position in IMCB in Q4 2022 and held it in 2 quarters. The position peaked at $57.4K in Q1 2023. 154 funds tracked by Wall St. Rank hold IMCB as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 947 iShares Morningstar Mid-Cap ETF shares in Q2 2023, an estimated $57.4K.
  • Belpointe Asset Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares Morningstar Mid-Cap ETF position peaked at $57.4K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.