Focus Financial Network’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Focus Financial Network’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
2022 Q1	–	Sell	-9,027	Closed	-$642K	–	560
2021 Q4	$642K	Buy	9,027 +314	+4%	+$22K	0.09%	188
2021 Q3	$580K	Buy	8,713 +122	+1%	+$8.28K	0.08%	223
2021 Q2	$576K	Buy	8,591 +683	+9%	+$44.9K	0.08%	239
2021 Q1	$497K	Buy	+7,908	New	+$483K	0.06%	256

Other funds holding IMCB

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTC

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

Focus Financial Network's IMCB Position: Q1 2022 in Review

Focus Financial Network sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2022, closing a stake of 9,027 shares — an estimated $642K sold.

Focus Financial Network first reported a position in IMCB in Q1 2021 and held it in 4 quarters. The position peaked at $642K in Q4 2021. 148 funds tracked by Wall St. Rank hold IMCB as of Q1 2022.

Focus Financial Network reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Focus Financial Network sold 9,027 iShares Morningstar Mid-Cap ETF shares in Q1 2022, an estimated $642K.
Focus Financial Network first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2021 and held it in 4 quarters.
Focus Financial Network's iShares Morningstar Mid-Cap ETF position peaked at $642K in Q4 2021.
148 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2022.

Based on Focus Financial Network's 13F filing for Q1 2022, filed 24 Jul 2024.