KWM
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Kingsview Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Kingsview 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
2021
Q2 		– Sell
-10,932
Closed -$696K – 956
2021
Q1 		$696K Buy
+10,932
New +$667K 0.04% 434

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kingsview Wealth Management's IMCB Position: Q2 2021 in Review

Kingsview Wealth Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2021, closing a stake of 10,932 shares — an estimated $696K sold.

Kingsview Wealth Management first reported a position in IMCB in Q1 2021 and held it in 1 quarter. The position peaked at $696K in Q1 2021. 119 funds tracked by Wall St. Rank hold IMCB as of Q2 2021.

  • Kingsview Wealth Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,932 iShares Morningstar Mid-Cap ETF shares in Q2 2021, an estimated $696K.
  • Kingsview Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $696K in Q1 2021.
  • 119 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.