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Ironwood Financial’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Ironwood Financial’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
Q2 		– Sell
-3,092
Closed -$208K – 122
2022
Q1 		$208K Sell
3,092
-80
-3% -$5.32K 0.06% 120
2021
Q4 		$225K Hold
3,172
– – 0.06% 118
2021
Q3 		$211K Hold
3,172
– – 0.06% 116
2021
Q2 		$213K Sell
3,172
-240
-7% -$15.8K 0.06% 111
2021
Q1 		$214K Sell
3,412
-60
-2% -$3.66K 0.07% 104
2020
Q4 		$203K Hold
3,472
– – 0.08% 99
2020
Q3 		$174K Sell
3,472
-96
-3% -$4.75K 0.09% 64
2020
Q2 		$164K Hold
3,568
– – 0.09% 63
2020
Q1 		$137K Sell
3,568
-2,600
-42% -$126K 0.09% 49
2019
Q4 		$323K Sell
6,168
-144
-2% -$7.31K 0.15% 41
2019
Q3 		$312K Sell
6,312
-108
-2% -$5.27K 0.15% 41
2019
Q2 		$311K Sell
6,420
-44
-0.7% -$2.11K 0.15% 42
2019
Q1 		$304K Sell
6,464
-644
-9% -$29.1K 0.16% 44
2018
Q4 		$287K Hold
7,108
– – 0.16% 42
2018
Q3 		$337K Hold
7,108
– – 0.18% 45
2018
Q2 		$326K Sell
7,108
-388
-5% -$17.8K 0.19% 38
2018
Q1 		$340K Buy
7,496
+20
+0.3% +$932 0.37% 28
2017
Q4 		$347K Sell
7,476
-316
-4% -$14.2K 0.21% 38
2017
Q3 		$341K Sell
7,792
-24
-0.3% -$1.02K 0.21% 39
2017
Q2 		$330K Buy
7,816
+252
+3% +$10.6K 0.21% 36
2017
Q1 		$315K Buy
7,564
+260
+4% +$10.7K 0.21% 37
2016
Q4 		$287K Sell
7,304
-400
-5% -$15.4K 0.2% 38
2016
Q3 		$297K Sell
7,704
-300
-4% -$11.6K 0.21% 39
2016
Q2 		$299K Sell
8,004
-220
-3% -$8.09K 0.22% 40
2016
Q1 		$299K Buy
+8,224
New +$279K 0.23% 40
2015
Q3 		$305K Hold
8,860
– – 0.15% 55
2015
Q2 		$334K Sell
8,860
-572
-6% -$22.1K 0.16% 53
2015
Q1 		$362K Buy
+9,432
New +$354K 0.17% 54

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
LPL Financial
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
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ironwood Financial's IMCB Position: Q2 2022 in Review

Ironwood Financial sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2022, closing a stake of 3,092 shares — an estimated $208K sold.

Ironwood Financial first reported a position in IMCB in Q1 2015 and held it in 28 quarters. The position peaked at $362K in Q1 2015. 134 funds tracked by Wall St. Rank hold IMCB as of Q2 2022.

  • Ironwood Financial reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Ironwood Financial sold 3,092 iShares Morningstar Mid-Cap ETF shares in Q2 2022, an estimated $208K.
  • Ironwood Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2015 and held it in 28 quarters.
  • Ironwood Financial's iShares Morningstar Mid-Cap ETF position peaked at $362K in Q1 2015.
  • 134 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2022.

Based on Ironwood Financial's 13F filing for Q2 2022, filed 29 Jul 2022.