Provident Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Provident Wealth Management’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
2020 Q4	–	Sell	-176	Closed	-$9K	–	156
2020 Q3	$9K	Hold	176	–	–	0.01%	152
2020 Q2	$8K	Buy	+176	New	+$7.66K	0.01%	62

Other funds holding IMCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 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

AAS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Provident Wealth Management's IMCB Position: Q4 2020 in Review

Provident Wealth Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2020, closing a stake of 176 shares — an estimated $9K sold.

Provident Wealth Management first reported a position in IMCB in Q2 2020 and held it in 2 quarters. The position peaked at $9K in Q3 2020. 116 funds tracked by Wall St. Rank hold IMCB as of Q4 2020.

Provident Wealth Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
Provident Wealth Management sold 176 iShares Morningstar Mid-Cap ETF shares in Q4 2020, an estimated $9K.
Provident Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2020 and held it in 2 quarters.
Provident Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $9K in Q3 2020.
116 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.