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

Professional Financial Advisors’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
2022 Q4	–	Sell	-1,878	Closed	-$101K	–	257
2022 Q3	$101K	Buy	+1,878	New	+$112K	0.06%	105
2021 Q1	–	Sell	-4,024	Closed	-$235K	–	379
2020 Q4	$235K	Buy	4,024 +8	+0.2%	+$438	0.19%	78
2020 Q3	$199K	Buy	+4,016	New	+$199K	0.19%	80

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AAS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Professional Financial Advisors's IMCB Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2022, closing a stake of 1,878 shares — an estimated $101K sold.

Professional Financial Advisors first reported a position in IMCB in Q3 2020 and held it in 3 quarters. The position peaked at $235K in Q4 2020. 151 funds tracked by Wall St. Rank hold IMCB as of Q4 2022.

Professional Financial Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 1,878 iShares Morningstar Mid-Cap ETF shares in Q4 2022, an estimated $101K.
Professional Financial Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2020 and held it in 3 quarters.
Professional Financial Advisors's iShares Morningstar Mid-Cap ETF position peaked at $235K in Q4 2020.
151 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.