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

TAP Consulting’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 Q1	–	Sell	-915	Closed	-$65K	–	331
2021 Q4	$65K	Buy	+915	New	+$64.1K	0.01%	226
2021 Q3	–	Sell	-3,996	Closed	-$268K	–	139
2021 Q2	$268K	Sell	3,996 -13,236	-77%	-$870K	0.08%	118
2021 Q1	$1.08M	Sell	17,232 -76	-0.4%	-$4.64K	0.34%	68
2020 Q4	$1.01M	Sell	17,308 -592	-3%	-$32.4K	0.37%	65
2020 Q3	$896K	Sell	17,900 -1,160	-6%	-$57.3K	0.35%	61
2020 Q2	$879K	Buy	19,060 +188	+1%	+$8.18K	0.43%	62
2020 Q1	$723K	Sell	18,872 -220	-1%	-$10.7K	0.49%	62
2019 Q4	$1M	Sell	19,092 -272	-1%	-$13.8K	0.56%	52
2019 Q3	$957K	Buy	+19,364	New	+$944K	0.56%	54
2019 Q1	$927K	Buy	+19,732	New	+$892K	0.7%	48

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

TAP Consulting's IMCB Position: Q1 2022 in Review

TAP Consulting sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2022, closing a stake of 915 shares — an estimated $65K sold.

TAP Consulting first reported a position in IMCB in Q1 2019 and held it in 10 quarters. The position peaked at $1.08M in Q1 2021. 148 funds tracked by Wall St. Rank hold IMCB as of Q1 2022.

TAP Consulting reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
TAP Consulting sold 915 iShares Morningstar Mid-Cap ETF shares in Q1 2022, an estimated $65K.
TAP Consulting first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2019 and held it in 10 quarters.
TAP Consulting's iShares Morningstar Mid-Cap ETF position peaked at $1.08M in Q1 2021.
148 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.