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

Visionary Wealth Advisors’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
2021 Q1	–	Sell	-4,192	Closed	-$245K	–	321
2020 Q4	$245K	Buy	4,192 +8	+0.2%	+$438	0.03%	263
2020 Q3	$210K	Sell	4,184 -300	-7%	-$14.8K	0.03%	238
2020 Q2	$207K	Sell	4,484 -1,616	-26%	-$70.3K	0.03%	218
2020 Q1	$234K	Sell	6,100 -876	-13%	-$42.4K	0.04%	172
2019 Q4	$365K	Buy	+6,976	New	+$354K	0.07%	147

Other funds holding IMCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MTC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

Visionary Wealth Advisors's IMCB Position: Q1 2021 in Review

Visionary Wealth Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2021, closing a stake of 4,192 shares — an estimated $245K sold.

Visionary Wealth Advisors first reported a position in IMCB in Q4 2019 and held it in 5 quarters. The position peaked at $365K in Q4 2019. 118 funds tracked by Wall St. Rank hold IMCB as of Q1 2021.

Visionary Wealth Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
Visionary Wealth Advisors sold 4,192 iShares Morningstar Mid-Cap ETF shares in Q1 2021, an estimated $245K.
Visionary Wealth Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and held it in 5 quarters.
Visionary Wealth Advisors's iShares Morningstar Mid-Cap ETF position peaked at $365K in Q4 2019.
118 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2021.

Based on Visionary Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.