Moisand Fitzgerald Tamayo’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q2	–	Sell	-400	Closed	-$24.3K	–	767
2023 Q1	$24.3K	Buy	+400	New	+$24.6K	0.01%	240
2022 Q1	–	Sell	-200	Closed	-$14K	–	578
2021 Q4	$14K	Hold	200	–	–	﹤0.01%	237
2021 Q3	$13K	Hold	200	–	–	﹤0.01%	231
2021 Q2	$13K	Buy	+200	New	+$13.2K	﹤0.01%	240

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IMCB Position: Q2 2023 in Review

Moisand Fitzgerald Tamayo sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2023, closing a stake of 400 shares — an estimated $24.3K sold.

Moisand Fitzgerald Tamayo first reported a position in IMCB in Q2 2021 and held it in 4 quarters. The position peaked at $24.3K in Q1 2023. 154 funds tracked by Wall St. Rank hold IMCB as of Q2 2023.

Moisand Fitzgerald Tamayo reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 400 iShares Morningstar Mid-Cap ETF shares in Q2 2023, an estimated $24.3K.
Moisand Fitzgerald Tamayo first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2021 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's iShares Morningstar Mid-Cap ETF position peaked at $24.3K in Q1 2023.
154 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2023, filed 12 Jul 2023.