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

Morris Financial Concepts’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 Q1	–	Sell	-17	Closed	-$997	–	153
2022 Q4	$997	Hold	17	–	–	﹤0.01%	136
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	111
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	120
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	117
2021 Q4	$1K	Buy	+17	New	+$1.19K	﹤0.01%	107

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

MTC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Morris Financial Concepts's IMCB Position: Q1 2023 in Review

Morris Financial Concepts sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2023, closing a stake of 17 shares — an estimated $997 sold.

Morris Financial Concepts first reported a position in IMCB in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 148 funds tracked by Wall St. Rank hold IMCB as of Q1 2023.

Morris Financial Concepts reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Morris Financial Concepts sold 17 iShares Morningstar Mid-Cap ETF shares in Q1 2023, an estimated $997.
Morris Financial Concepts first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and held it in 5 quarters.
Morris Financial Concepts's iShares Morningstar Mid-Cap ETF position peaked at $1K in Q3 2022.
148 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2023.

Based on Morris Financial Concepts's 13F filing for Q1 2023, filed 10 May 2023.