Intelligence Driven Advisers’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Intelligence Driven Advisers’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 Q3	–	Sell	-5,024	Closed	-$244K	–	97
2019 Q2	$244K	Sell	5,024 -8,184	-62%	-$392K	0.12%	93
2019 Q1	$621K	Sell	13,208 -868	-6%	-$39.2K	0.34%	42
2018 Q4	$569K	Buy	+14,076	New	+$617K	0.36%	44

Other funds holding IMCB

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intelligence Driven Advisers's IMCB Position: Q3 2019 in Review

Intelligence Driven Advisers sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2019, closing a stake of 5,024 shares — an estimated $244K sold.

Intelligence Driven Advisers first reported a position in IMCB in Q4 2018 and held it in 3 quarters. The position peaked at $621K in Q1 2019. 116 funds tracked by Wall St. Rank hold IMCB as of Q3 2019.

Intelligence Driven Advisers reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
Intelligence Driven Advisers sold 5,024 iShares Morningstar Mid-Cap ETF shares in Q3 2019, an estimated $244K.
Intelligence Driven Advisers first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2018 and held it in 3 quarters.
Intelligence Driven Advisers's iShares Morningstar Mid-Cap ETF position peaked at $621K in Q1 2019.
116 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2019.

Based on Intelligence Driven Advisers's 13F filing for Q3 2019, filed 4 Sep 2020.