Ipsen Advisor Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Ipsen Advisor Group’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 Q4	$217K	Buy	+3,696	New	+$216K	0.25%	98

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

Ipsen Advisor Group's IMCB Position: Q4 2022 in Review

Ipsen Advisor Group opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2022: 3,696 shares worth $217K. The stake represents 0.25% of the portfolio and ranks #98 among its holdings.

151 funds tracked by Wall St. Rank hold IMCB as of Q4 2022.

Ipsen Advisor Group held 3,696 shares of iShares Morningstar Mid-Cap ETF worth $217K as of Q4 2022.
iShares Morningstar Mid-Cap ETF was a new Ipsen Advisor Group position in Q4 2022.
iShares Morningstar Mid-Cap ETF made up 0.25% of Ipsen Advisor Group's portfolio in Q4 2022, its #98 holding.
151 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2022.

Based on Ipsen Advisor Group's 13F filing for Q4 2022, filed 10 Feb 2023.