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

Institute for 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
Q1 		– Sell
-284
Closed -$15K – 526
2019
Q4 		$15K Buy
+284
New +$14.4K ﹤0.01% 581

Other funds holding IMCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Institute for Wealth Management's IMCB Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2020, closing a stake of 284 shares — an estimated $15K sold.

Institute for Wealth Management first reported a position in IMCB in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 103 funds tracked by Wall St. Rank hold IMCB as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 284 iShares Morningstar Mid-Cap ETF shares in Q1 2020, an estimated $15K.
  • Institute for Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $15K in Q4 2019.
  • 103 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.