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

Silversage 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
2020
Q4 		– Sell
-6,596
Closed -$330K – 6
2020
Q3 		$330K Sell
6,596
-90,776
-93% -$4.49M 1.19% 14
2020
Q2 		$5.24M Buy
97,372
+70,248
+259% +$3.06M 5.44% 5
2020
Q1 		$1.04M Sell
27,124
-71,100
-72% -$3.44M 1.52% 13
2019
Q4 		$5.15M Buy
+98,224
New +$4.98M 5.44% 5

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 $79.5B AUM 27.1% 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

Silversage Advisors's IMCB Position: Q4 2020 in Review

Silversage Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2020, closing a stake of 6,596 shares — an estimated $330K sold.

Silversage Advisors first reported a position in IMCB in Q4 2019 and held it in 4 quarters. The position peaked at $5.24M in Q2 2020. 116 funds tracked by Wall St. Rank hold IMCB as of Q4 2020.

  • Silversage Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Silversage Advisors sold 6,596 iShares Morningstar Mid-Cap ETF shares in Q4 2020, an estimated $330K.
  • Silversage Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and held it in 4 quarters.
  • Silversage Advisors's iShares Morningstar Mid-Cap ETF position peaked at $5.24M in Q2 2020.
  • 116 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2020.

Based on Silversage Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.