Chronos Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Chronos Wealth 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
2020 Q4	–	Sell	-4,964	Closed	-$249K	–	41
2020 Q3	$249K	Sell	4,964 -740	-13%	-$36.6K	0.22%	35
2020 Q2	$263K	Sell	5,704 -600	-10%	-$26.1K	0.25%	35
2020 Q1	$241K	Sell	6,304 -112	-2%	-$5.43K	0.28%	35
2019 Q4	$336K	Buy	+6,416	New	+$326K	0.33%	35

Other funds holding IMCB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MTC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Chronos Wealth Management's IMCB Position: Q4 2020 in Review

Chronos Wealth Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2020, closing a stake of 4,964 shares — an estimated $249K sold.

Chronos Wealth Management first reported a position in IMCB in Q4 2019 and held it in 4 quarters. The position peaked at $336K in Q4 2019. 116 funds tracked by Wall St. Rank hold IMCB as of Q4 2020.

Chronos Wealth Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
Chronos Wealth Management sold 4,964 iShares Morningstar Mid-Cap ETF shares in Q4 2020, an estimated $249K.
Chronos Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and held it in 4 quarters.
Chronos Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $336K in Q4 2019.
116 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2020.

Based on Chronos Wealth Management's 13F filing for Q4 2020, filed 29 Jan 2021.