Column Capital Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Column Capital 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
2023 Q3	$75.5K	Hold	1,264	–	–	0.01%	262
2023 Q2	$80K	Hold	1,264	–	–	0.01%	258
2023 Q1	$76.6K	Hold	1,264	–	–	0.01%	262
2022 Q4	$74.2K	Hold	1,264	–	–	0.01%	244
2022 Q3	$68K	Hold	1,264	–	–	0.01%	235
2022 Q2	$71K	Hold	1,264	–	–	0.01%	231
2022 Q1	$85K	Buy	+1,264	New	+$84.1K	0.02%	222

Other funds holding IMCB

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

RJFSA

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Column Capital Advisors's IMCB Position: Q3 2023 in Review

Column Capital Advisors held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2023 at 1,264 shares worth $75.5K. The position accounts for 0.01% of the portfolio, ranked #262.

Column Capital Advisors first reported a position in IMCB in Q1 2022 and has held it in 7 quarters since. The position peaked at $85K in Q1 2022. 154 funds tracked by Wall St. Rank hold IMCB as of Q3 2023.

Column Capital Advisors held 1,264 shares of iShares Morningstar Mid-Cap ETF worth $75.5K as of Q3 2023.
Column Capital Advisors left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2023.
iShares Morningstar Mid-Cap ETF made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #262 holding.
Column Capital Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2022 and has held it in 7 quarters since.
Column Capital Advisors's iShares Morningstar Mid-Cap ETF position peaked at $85K in Q1 2022.
154 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.