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

Surevest’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 Q3	$2.63M	Buy	48,892 +3,260	+7%	+$195K	0.72%	57
2022 Q2	$2.57M	Buy	45,632 +665	+1%	+$41.1K	0.67%	63
2022 Q1	$3.03M	Buy	44,967 +42,557	+1,766%	+$2.83M	0.73%	61
2021 Q4	$171K	Buy	+2,410	New	+$169K	0.04%	127

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

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 Waltham, Massachusetts $71.6B AUM 21.08% 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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Surevest's IMCB Position: Q3 2022 in Review

Surevest increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 7.1% in Q3 2022, buying an estimated $195K and bringing the position to 48,892 shares worth $2.63M. The position accounts for 0.72% of the portfolio, ranked #57.

Surevest first reported a position in IMCB in Q4 2021 and has held it in 4 quarters since. The position peaked at $3.03M in Q1 2022. 141 funds tracked by Wall St. Rank hold IMCB as of Q3 2022.

Surevest held 48,892 shares of iShares Morningstar Mid-Cap ETF worth $2.63M as of Q3 2022.
Surevest bought 3,260 iShares Morningstar Mid-Cap ETF shares in Q3 2022, an estimated $195K.
iShares Morningstar Mid-Cap ETF made up 0.72% of Surevest's portfolio in Q3 2022, its #57 holding.
Surevest first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 4 quarters since.
Surevest's iShares Morningstar Mid-Cap ETF position peaked at $3.03M in Q1 2022.
141 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.