W
IMCB icon

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

Wealthquest’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
Q3 		– Sell
-40,019
Closed -$2.25M – 122
2022
Q2 		$2.25M Buy
+40,019
New +$2.47M 0.34% 34

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthquest's IMCB Position: Q3 2022 in Review

Wealthquest sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2022, closing a stake of 40,019 shares — an estimated $2.25M sold.

Wealthquest first reported a position in IMCB in Q2 2022 and held it in 1 quarter. The position peaked at $2.25M in Q2 2022. 141 funds tracked by Wall St. Rank hold IMCB as of Q3 2022.

  • Wealthquest reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Wealthquest sold 40,019 iShares Morningstar Mid-Cap ETF shares in Q3 2022, an estimated $2.25M.
  • Wealthquest first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Wealthquest's iShares Morningstar Mid-Cap ETF position peaked at $2.25M in Q2 2022.
  • 141 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2022.

Based on Wealthquest's 13F filing for Q3 2022, filed 8 Nov 2022.