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Integrated Advisors Network’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Integrated Advisors 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
2020
Q3 		– Sell
-5,944
Closed -$274K – 463
2020
Q2 		$274K Buy
+5,944
New +$259K 0.03% 364

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Advisors Network's IMCB Position: Q3 2020 in Review

Integrated Advisors Network sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2020, closing a stake of 5,944 shares — an estimated $274K sold.

Integrated Advisors Network first reported a position in IMCB in Q2 2020 and held it in 1 quarter. The position peaked at $274K in Q2 2020. 110 funds tracked by Wall St. Rank hold IMCB as of Q3 2020.

  • Integrated Advisors Network reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Integrated Advisors Network sold 5,944 iShares Morningstar Mid-Cap ETF shares in Q3 2020, an estimated $274K.
  • Integrated Advisors Network first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2020 and held it in 1 quarter.
  • Integrated Advisors Network's iShares Morningstar Mid-Cap ETF position peaked at $274K in Q2 2020.
  • 110 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2020.

Based on Integrated Advisors Network's 13F filing for Q3 2020, filed 9 Nov 2020.