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Retirement Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Retirement Group’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
-376
Closed -$12K – 688
2020
Q3 		$12K Buy
+376
New +$18.6K 0.01% 393

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

Retirement Group's IMCB Position: Q4 2020 in Review

Retirement Group sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2020, closing a stake of 376 shares — an estimated $12K sold.

Retirement Group first reported a position in IMCB in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 116 funds tracked by Wall St. Rank hold IMCB as of Q4 2020.

  • Retirement Group reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Retirement Group sold 376 iShares Morningstar Mid-Cap ETF shares in Q4 2020, an estimated $12K.
  • Retirement Group first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Retirement Group's iShares Morningstar Mid-Cap ETF position peaked at $12K in Q3 2020.
  • 116 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2020.

Based on Retirement Group's 13F filing for Q4 2020, filed 22 Feb 2021.