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

Atlas Private 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
2025 Q3	–	Sell	-3,882	Closed	-$309K	–	163
2025 Q2	$309K	Sell	3,882 -2,074	-35%	-$155K	0.04%	156
2025 Q1	$441K	Sell	5,956 -2,898	-33%	-$223K	0.06%	119
2024 Q4	$674K	Buy	8,854 +1,298	+17%	+$102K	0.1%	91
2024 Q3	$574K	Buy	7,556 +1,352	+22%	+$98.2K	0.08%	94
2024 Q2	$435K	Buy	+6,204	New	+$437K	0.07%	100
2021 Q4	–	Sell	-958	Closed	-$64K	–	412
2021 Q3	$64K	Sell	958 -180	-16%	-$12.2K	0.03%	214
2021 Q2	$76K	Sell	1,138 -18	-2%	-$1.18K	0.04%	189
2021 Q1	$73K	Buy	1,156 +80	+7%	+$4.88K	0.04%	195
2020 Q4	$63K	Sell	1,076 -40	-4%	-$2.19K	0.04%	193
2020 Q3	$56K	Hold	1,116	–	–	0.05%	194
2020 Q2	$51K	Buy	+1,116	New	+$48.5K	0.05%	199

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

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

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

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

MTC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atlas Private Wealth Advisors's IMCB Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2025, closing a stake of 3,882 shares — an estimated $309K sold.

Atlas Private Wealth Advisors first reported a position in IMCB in Q2 2020 and held it in 11 quarters. The position peaked at $674K in Q4 2024. 191 funds tracked by Wall St. Rank hold IMCB as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 3,882 iShares Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $309K.
Atlas Private Wealth Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2020 and held it in 11 quarters.
Atlas Private Wealth Advisors's iShares Morningstar Mid-Cap ETF position peaked at $674K in Q4 2024.
191 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.