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Sandy Cove Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Sandy Cove 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
Q2 		– Sell
-191
Closed -$13K – 225
2022
Q1 		$13K Buy
+191
New +$12.7K 0.01% 306

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sandy Cove Advisors's IMCB Position: Q2 2022 in Review

Sandy Cove Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2022, closing a stake of 191 shares — an estimated $13K sold.

Sandy Cove Advisors first reported a position in IMCB in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 134 funds tracked by Wall St. Rank hold IMCB as of Q2 2022.

  • Sandy Cove Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 191 iShares Morningstar Mid-Cap ETF shares in Q2 2022, an estimated $13K.
  • Sandy Cove Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Sandy Cove Advisors's iShares Morningstar Mid-Cap ETF position peaked at $13K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.