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

TCWP’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 Q2	–	Sell	-684	Closed	-$46K	–	967
2022 Q1	$46K	Buy	+684	New	+$45.5K	0.01%	497

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

TCWP's IMCB Position: Q2 2022 in Review

TCWP sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2022, closing a stake of 684 shares — an estimated $46K sold.

TCWP first reported a position in IMCB in Q1 2022 and held it in 1 quarter. The position peaked at $46K in Q1 2022. 134 funds tracked by Wall St. Rank hold IMCB as of Q2 2022.

TCWP reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 684 iShares Morningstar Mid-Cap ETF shares in Q2 2022, an estimated $46K.
TCWP first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2022 and held it in 1 quarter.
TCWP's iShares Morningstar Mid-Cap ETF position peaked at $46K in Q1 2022.
134 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.