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

WealthPLAN Partners’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
2019
Q4 		– Sell
-6,092
Closed -$311K – 255
2019
Q3 		$311K Buy
+6,092
New +$297K 0.04% 183

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's IMCB Position: Q4 2019 in Review

WealthPLAN Partners sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2019, closing a stake of 6,092 shares — an estimated $311K sold.

WealthPLAN Partners first reported a position in IMCB in Q3 2019 and held it in 1 quarter. The position peaked at $311K in Q3 2019. 127 funds tracked by Wall St. Rank hold IMCB as of Q4 2019.

  • WealthPLAN Partners reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • WealthPLAN Partners sold 6,092 iShares Morningstar Mid-Cap ETF shares in Q4 2019, an estimated $311K.
  • WealthPLAN Partners first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2019 and held it in 1 quarter.
  • WealthPLAN Partners's iShares Morningstar Mid-Cap ETF position peaked at $311K in Q3 2019.
  • 127 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2019.

Based on WealthPLAN Partners's 13F filing for Q4 2019, filed 14 Feb 2020.