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NewSquare Capital’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

NewSquare Capital’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
-116
Closed -$7.03K – 896
2023
Q1 		$7.03K Buy
+116
New +$7.12K ﹤0.01% 392

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
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
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

NewSquare Capital's IMCB Position: Q2 2023 in Review

NewSquare Capital sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2023, closing a stake of 116 shares — an estimated $7.03K sold.

NewSquare Capital first reported a position in IMCB in Q1 2023 and held it in 1 quarter. The position peaked at $7.03K in Q1 2023. 154 funds tracked by Wall St. Rank hold IMCB as of Q2 2023.

  • NewSquare Capital reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • NewSquare Capital sold 116 iShares Morningstar Mid-Cap ETF shares in Q2 2023, an estimated $7.03K.
  • NewSquare Capital first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
  • NewSquare Capital's iShares Morningstar Mid-Cap ETF position peaked at $7.03K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2023.

Based on NewSquare Capital's 13F filing for Q2 2023, filed 3 Aug 2023.