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

Manchester 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
2021 Q2	–	Sell	-136	Closed	-$9K	–	334
2021 Q1	$9K	Hold	136	–	–	﹤0.01%	448
2020 Q4	$8K	Hold	136	–	–	0.01%	395
2020 Q3	$7K	Sell	136 -160	-54%	-$7.91K	0.01%	350
2020 Q2	$14K	Hold	296	–	–	0.01%	274
2020 Q1	$11K	Sell	296 -80	-21%	-$3.88K	0.01%	279
2019 Q4	$20K	Buy	+376	New	+$19.1K	0.01%	266
2019 Q3	–	Sell	-376	Closed	-$18K	–	234
2019 Q2	$18K	Buy	+376	New	+$18K	0.01%	256

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

AAS

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Manchester Financial's IMCB Position: Q2 2021 in Review

Manchester Financial sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2021, closing a stake of 136 shares — an estimated $9K sold.

Manchester Financial first reported a position in IMCB in Q2 2019 and held it in 7 quarters. The position peaked at $20K in Q4 2019. 119 funds tracked by Wall St. Rank hold IMCB as of Q2 2021.

Manchester Financial reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 136 iShares Morningstar Mid-Cap ETF shares in Q2 2021, an estimated $9K.
Manchester Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2019 and held it in 7 quarters.
Manchester Financial's iShares Morningstar Mid-Cap ETF position peaked at $20K in Q4 2019.
119 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.