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

SVB Wealth’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
Q1 		– Sell
-180
Closed -$9K – 641
2019
Q4 		$9K Buy
+180
New +$9.13K ﹤0.01% 631

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 $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

SVB Wealth's IMCB Position: Q1 2020 in Review

SVB Wealth sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2020, closing a stake of 180 shares — an estimated $9K sold.

SVB Wealth first reported a position in IMCB in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 103 funds tracked by Wall St. Rank hold IMCB as of Q1 2020.

  • SVB Wealth reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • SVB Wealth sold 180 iShares Morningstar Mid-Cap ETF shares in Q1 2020, an estimated $9K.
  • SVB Wealth first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • SVB Wealth's iShares Morningstar Mid-Cap ETF position peaked at $9K in Q4 2019.
  • 103 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2020.

Based on SVB Wealth's 13F filing for Q1 2020, filed 11 May 2020.