Roman Butler Fullerton & Co’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Roman Butler Fullerton & Co’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 Q1	–	Sell	-2,841	Closed	-$202K	–	205
2021 Q4	$202K	Buy	+2,841	New	+$199K	0.09%	177

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

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Roman Butler Fullerton & Co's IMCB Position: Q1 2022 in Review

Roman Butler Fullerton & Co sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2022, closing a stake of 2,841 shares — an estimated $202K sold.

Roman Butler Fullerton & Co first reported a position in IMCB in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 148 funds tracked by Wall St. Rank hold IMCB as of Q1 2022.

Roman Butler Fullerton & Co reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Roman Butler Fullerton & Co sold 2,841 iShares Morningstar Mid-Cap ETF shares in Q1 2022, an estimated $202K.
Roman Butler Fullerton & Co first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
Roman Butler Fullerton & Co's iShares Morningstar Mid-Cap ETF position peaked at $202K in Q4 2021.
148 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2022.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2022, filed 5 May 2022.