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

Vestor Capital’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	-596	Closed	-$40K	–	221
2022 Q1	$40K	Hold	596	–	–	﹤0.01%	230
2021 Q4	$42K	Buy	+596	New	+$41.8K	﹤0.01%	228

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

Vestor Capital's IMCB Position: Q2 2022 in Review

Vestor Capital sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2022, closing a stake of 596 shares — an estimated $40K sold.

Vestor Capital first reported a position in IMCB in Q4 2021 and held it in 2 quarters. The position peaked at $42K in Q4 2021. 134 funds tracked by Wall St. Rank hold IMCB as of Q2 2022.

Vestor Capital reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Vestor Capital sold 596 iShares Morningstar Mid-Cap ETF shares in Q2 2022, an estimated $40K.
Vestor Capital first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
Vestor Capital's iShares Morningstar Mid-Cap ETF position peaked at $42K in Q4 2021.
134 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2022.

Based on Vestor Capital's 13F filing for Q2 2022, filed 10 Aug 2022.