Lowe Wealth Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Lowe Wealth Advisors’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 Q4	–	Sell	-400	Closed	-$20K	–	270
2020 Q3	$20K	Hold	400	–	–	0.01%	121
2020 Q2	$18K	Hold	400	–	–	0.01%	116
2020 Q1	$15K	Sell	400 -220	-35%	-$10.7K	0.01%	119
2019 Q4	$32K	Hold	620	–	–	0.02%	88
2019 Q3	$31K	Hold	620	–	–	0.02%	85
2019 Q2	$30K	Buy	+620	New	+$29.7K	0.02%	91

Other funds holding IMCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lowe Wealth Advisors's IMCB Position: Q4 2020 in Review

Lowe Wealth Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2020, closing a stake of 400 shares — an estimated $20K sold.

Lowe Wealth Advisors first reported a position in IMCB in Q2 2019 and held it in 6 quarters. The position peaked at $32K in Q4 2019. 116 funds tracked by Wall St. Rank hold IMCB as of Q4 2020.

Lowe Wealth Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 400 iShares Morningstar Mid-Cap ETF shares in Q4 2020, an estimated $20K.
Lowe Wealth Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2019 and held it in 6 quarters.
Lowe Wealth Advisors's iShares Morningstar Mid-Cap ETF position peaked at $32K in Q4 2019.
116 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2020.

Based on Lowe Wealth Advisors's 13F filing for Q4 2020, filed 7 Jan 2021.