Certified Advisory Corp’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Certified Advisory Corp’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 Q2	$57K	Buy	1,244 +8	+0.6%	+$348	0.02%	291
2020 Q1	$47K	Hold	1,236	–	–	0.02%	288
2019 Q4	$65K	Buy	1,236 +28	+2%	+$1.42K	0.02%	283
2019 Q3	$60K	Buy	1,208 +4	+0.3%	+$195	0.02%	295
2019 Q2	$58K	Buy	1,204 +4	+0.3%	+$191	0.02%	295
2019 Q1	$56K	Buy	1,200 +4	+0.3%	+$181	0.02%	282
2018 Q4	$48K	Buy	1,196 +12	+1%	+$526	0.02%	280
2018 Q3	$56K	Buy	1,184 +4	+0.3%	+$190	0.03%	279
2018 Q2	$54K	Buy	1,180 +4	+0.3%	+$183	0.03%	274
2018 Q1	$53K	Buy	1,176 +4	+0.3%	+$186	0.03%	259
2017 Q4	$54K	Buy	+1,172	New	+$52.8K	0.04%	226

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

Certified Advisory Corp's IMCB Position: Q2 2020 in Review

Certified Advisory Corp increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.65% in Q2 2020, buying an estimated $348 and bringing the position to 1,244 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #291.

Certified Advisory Corp first reported a position in IMCB in Q4 2017 and has held it in 11 quarters since. The position peaked at $65K in Q4 2019. 109 funds tracked by Wall St. Rank hold IMCB as of Q2 2020.

Certified Advisory Corp held 1,244 shares of iShares Morningstar Mid-Cap ETF worth $57K as of Q2 2020.
Certified Advisory Corp bought 8 iShares Morningstar Mid-Cap ETF shares in Q2 2020, an estimated $348.
iShares Morningstar Mid-Cap ETF made up 0.02% of Certified Advisory Corp's portfolio in Q2 2020, its #291 holding.
Certified Advisory Corp first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2017 and has held it in 11 quarters since.
Certified Advisory Corp's iShares Morningstar Mid-Cap ETF position peaked at $65K in Q4 2019.
109 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.