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Safeguard Investment Advisory Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-1,048
Closed -$61K – 369
2020
Q4 		$61K Buy
+1,048
New +$57.4K 0.05% 177

Other funds holding IMCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Safeguard Investment Advisory Group's IMCB Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2021, closing a stake of 1,048 shares — an estimated $61K sold.

Safeguard Investment Advisory Group first reported a position in IMCB in Q4 2020 and held it in 1 quarter. The position peaked at $61K in Q4 2020. 118 funds tracked by Wall St. Rank hold IMCB as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,048 iShares Morningstar Mid-Cap ETF shares in Q1 2021, an estimated $61K.
  • Safeguard Investment Advisory Group first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares Morningstar Mid-Cap ETF position peaked at $61K in Q4 2020.
  • 118 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.