Strategic Blueprint’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Strategic Blueprint’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	-2,400	Closed	-$161K	–	843
2021 Q2	$161K	Buy	+2,400	New	+$158K	0.03%	407
2019 Q4	–	Sell	-2,800	Closed	-$138K	–	250
2019 Q3	$138K	Buy	+2,800	New	+$137K	0.1%	85

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

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 San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Strategic Blueprint's IMCB Position: Q3 2021 in Review

Strategic Blueprint sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2021, closing a stake of 2,400 shares — an estimated $161K sold.

Strategic Blueprint first reported a position in IMCB in Q3 2019 and held it in 2 quarters. The position peaked at $161K in Q2 2021. 124 funds tracked by Wall St. Rank hold IMCB as of Q3 2021.

Strategic Blueprint reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
Strategic Blueprint sold 2,400 iShares Morningstar Mid-Cap ETF shares in Q3 2021, an estimated $161K.
Strategic Blueprint first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2019 and held it in 2 quarters.
Strategic Blueprint's iShares Morningstar Mid-Cap ETF position peaked at $161K in Q2 2021.
124 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.