IWP
IMCB icon

Icon Wealth Partners’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-8
Closed – – 454
2019
Q1 		$0 Buy
+8
New +$362 ﹤0.01% 895

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Icon Wealth Partners's IMCB Position: Q2 2019 in Review

Icon Wealth Partners sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2019, closing a stake of 8 shares.

Icon Wealth Partners first reported a position in IMCB in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 112 funds tracked by Wall St. Rank hold IMCB as of Q2 2019.

  • Icon Wealth Partners reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 8 iShares Morningstar Mid-Cap ETF shares in Q2 2019.
  • Icon Wealth Partners first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's iShares Morningstar Mid-Cap ETF position peaked at $0 in Q1 2019.
  • 112 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.