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Pinnacle Bancorp’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Pinnacle Bancorp’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
Q4 		– Sell
-1,102
Closed -$65.8K – 817
2023
Q3 		$65.8K Hold
1,102
– – 0.02% 319
2023
Q2 		$69.7K Hold
1,102
– – 0.02% 313
2023
Q1 		$66.8K Hold
1,102
– – 0.02% 316
2022
Q4 		$65K Hold
1,102
– – 0.03% 303
2022
Q3 		$59K Hold
1,102
– – 0.03% 302
2022
Q2 		$62K Hold
1,102
– – 0.03% 301
2022
Q1 		$74K Buy
+1,102
New +$73.3K 0.03% 288

Other funds holding IMCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Bancorp's IMCB Position: Q4 2023 in Review

Pinnacle Bancorp sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2023, closing a stake of 1,102 shares — an estimated $65.8K sold.

Pinnacle Bancorp first reported a position in IMCB in Q1 2022 and held it in 7 quarters. The position peaked at $74K in Q1 2022. 162 funds tracked by Wall St. Rank hold IMCB as of Q4 2023.

  • Pinnacle Bancorp reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Bancorp sold 1,102 iShares Morningstar Mid-Cap ETF shares in Q4 2023, an estimated $65.8K.
  • Pinnacle Bancorp first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2022 and held it in 7 quarters.
  • Pinnacle Bancorp's iShares Morningstar Mid-Cap ETF position peaked at $74K in Q1 2022.
  • 162 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2023.

Based on Pinnacle Bancorp's 13F filing for Q4 2023, filed 25 Jan 2024.