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Spire Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-2,583
Closed -$173K – 2611
2021
Q2 		$173K Buy
2,583
+7
+0.3% +$460 ﹤0.01% 984
2021
Q1 		$162K Buy
+2,576
New +$157K ﹤0.01% 1160

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
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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spire Wealth Management's IMCB Position: Q3 2021 in Review

Spire Wealth Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2021, closing a stake of 2,583 shares — an estimated $173K sold.

Spire Wealth Management first reported a position in IMCB in Q1 2021 and held it in 2 quarters. The position peaked at $173K in Q2 2021. 124 funds tracked by Wall St. Rank hold IMCB as of Q3 2021.

  • Spire Wealth Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 2,583 iShares Morningstar Mid-Cap ETF shares in Q3 2021, an estimated $173K.
  • Spire Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $173K in Q2 2021.
  • 124 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.