Buckingham Strategic Wealth’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Buckingham Strategic Wealth’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
2020 Q1	–	Sell	-4,204	Closed	-$220K	–	490
2019 Q4	$220K	Sell	4,204 -1,164	-22%	-$59.1K	0.02%	420
2019 Q3	$265K	Buy	+5,368	New	+$262K	0.03%	347
2019 Q2	–	Sell	-4,292	Closed	-$202K	–	449
2019 Q1	$202K	Buy	+4,292	New	+$194K	0.03%	392

Other funds holding IMCB

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

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

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

MTC

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Buckingham Strategic Wealth's IMCB Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2020, closing a stake of 4,204 shares — an estimated $220K sold.

Buckingham Strategic Wealth first reported a position in IMCB in Q1 2019 and held it in 3 quarters. The position peaked at $265K in Q3 2019. 103 funds tracked by Wall St. Rank hold IMCB as of Q1 2020.

Buckingham Strategic Wealth reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 4,204 iShares Morningstar Mid-Cap ETF shares in Q1 2020, an estimated $220K.
Buckingham Strategic Wealth first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2019 and held it in 3 quarters.
Buckingham Strategic Wealth's iShares Morningstar Mid-Cap ETF position peaked at $265K in Q3 2019.
103 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.