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Winslow Evans & Crocker’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$72K Buy
1,228
+80
+7% +$4.38K 0.01% 518
2020
Q3 		$57K Hold
1,148
– – 0.01% 439
2020
Q2 		$53K Sell
1,148
-4
-0.3% -$174 0.01% 454
2020
Q1 		$44K Sell
1,152
-336
-23% -$16.3K 0.01% 445
2019
Q4 		$78K Hold
1,488
– – 0.02% 429
2019
Q3 		$74K Hold
1,488
– – 0.02% 445
2019
Q2 		$72K Sell
1,488
-8
-0.5% -$383 0.02% 452
2019
Q1 		$72K Hold
1,496
– – 0.02% 429
2018
Q4 		$62K Sell
1,496
-936
-38% -$41.1K 0.02% 427
2018
Q3 		$116K Hold
2,432
– – 0.04% 349
2018
Q2 		$112K Buy
2,432
+80
+3% +$3.67K 0.04% 349
2018
Q1 		$107K Sell
2,352
-192
-8% -$8.95K 0.03% 345
2017
Q4 		$118K Buy
2,544
+152
+6% +$6.85K 0.04% 333
2017
Q3 		$104K Sell
2,392
-984
-29% -$42K 0.03% 360
2017
Q2 		$142K Hold
3,376
– – 0.04% 368
2017
Q1 		$141K Buy
3,376
+680
+25% +$27.9K 0.04% 352
2016
Q4 		$106K Sell
2,696
-424
-14% -$16.4K 0.03% 397
2016
Q3 		$120K Hold
3,120
– – 0.03% 371
2016
Q2 		$116K Hold
3,120
– – 0.03% 354
2016
Q1 		$113K Sell
3,120
-1,296
-29% -$44K 0.03% 343
2015
Q4 		$158K Sell
4,416
-96
-2% -$3.49K 0.05% 330
2015
Q3 		$155K Buy
4,512
+296
+7% +$10.9K 0.05% 317
2015
Q2 		$159K Buy
4,216
+880
+26% +$33.9K 0.04% 351
2015
Q1 		$128K Buy
3,336
+256
+8% +$9.61K 0.04% 374
2014
Q4 		$114K Buy
3,080
+136
+5% +$4.86K 0.03% 391
2014
Q3 		$102K Buy
2,944
+944
+47% +$33.3K 0.03% 416
2014
Q2 		$70.5K Hold
2,000
– – 0.02% 440
2014
Q1 		$67.5K Hold
2,000
– – 0.02% 437
2013
Q4 		$65K Buy
+2,000
New +$62.1K 0.02% 469

Other funds holding IMCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Winslow Evans & Crocker's IMCB Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 7% in Q4 2020, buying an estimated $4.38K and bringing the position to 1,228 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #518.

Winslow Evans & Crocker first reported a position in IMCB in Q4 2013 and has held it in 29 quarters since. The position peaked at $159K in Q2 2015. 116 funds tracked by Wall St. Rank hold IMCB as of Q4 2020.

  • Winslow Evans & Crocker held 1,228 shares of iShares Morningstar Mid-Cap ETF worth $72K as of Q4 2020.
  • Winslow Evans & Crocker bought 80 iShares Morningstar Mid-Cap ETF shares in Q4 2020, an estimated $4.38K.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #518 holding.
  • Winslow Evans & Crocker first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's iShares Morningstar Mid-Cap ETF position peaked at $159K in Q2 2015.
  • 116 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.