Gradient Investments’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Gradient Investments’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 Q3	–	Sell	-308	Closed	-$17K	–	1428
2022 Q2	$17K	Buy	308 +1	+0.3%	+$62	﹤0.01%	674
2022 Q1	$21K	Buy	307 +1	+0.3%	+$67	﹤0.01%	639
2021 Q4	$22K	Buy	306 +2	+0.7%	+$140	﹤0.01%	638
2021 Q3	$20K	Hold	304	–	–	﹤0.01%	643
2021 Q2	$20K	Hold	304	–	–	﹤0.01%	637
2021 Q1	$19K	Buy	304 +4	+1%	+$244	﹤0.01%	628
2020 Q4	$15K	Hold	300	–	–	﹤0.01%	625
2020 Q3	$15K	Hold	300	–	–	﹤0.01%	630
2020 Q2	$14K	Hold	300	–	–	﹤0.01%	596
2020 Q1	$11K	Hold	300	–	–	﹤0.01%	630
2019 Q4	$16K	Buy	300 +4	+1%	+$203	﹤0.01%	600
2019 Q3	$15K	Hold	296	–	–	﹤0.01%	568
2019 Q2	$14K	Hold	296	–	–	﹤0.01%	577
2019 Q1	$14K	Hold	296	–	–	﹤0.01%	502
2018 Q4	$12K	Sell	296 -1,732	-85%	-$76K	﹤0.01%	545
2018 Q3	$46K	Buy	2,028 +1,736	+595%	+$82.4K	﹤0.01%	370
2018 Q2	$13K	Hold	292	–	–	﹤0.01%	563
2018 Q1	$13K	Buy	+292	New	+$13.6K	﹤0.01%	577

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

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

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

Gradient Investments's IMCB Position: Q3 2022 in Review

Gradient Investments sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2022, closing a stake of 308 shares — an estimated $17K sold.

Gradient Investments first reported a position in IMCB in Q1 2018 and held it in 18 quarters. The position peaked at $46K in Q3 2018. 141 funds tracked by Wall St. Rank hold IMCB as of Q3 2022.

Gradient Investments reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Gradient Investments sold 308 iShares Morningstar Mid-Cap ETF shares in Q3 2022, an estimated $17K.
Gradient Investments first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2018 and held it in 18 quarters.
Gradient Investments's iShares Morningstar Mid-Cap ETF position peaked at $46K in Q3 2018.
141 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.