Atria Wealth Solutions’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Atria Wealth Solutions’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 Q2	$695K	Sell	8,727 -47,006	-84%	-$3.52M	0.02%	781
2025 Q1	$4.13M	Sell	55,733 -208	-0.4%	-$16K	0.05%	400
2024 Q4	$4.26M	Sell	55,941 -17	-0%	-$1.33K	0.05%	398
2024 Q3	$4.25M	Sell	55,958 -570	-1%	-$41.4K	0.05%	389
2024 Q2	$3.96M	Buy	56,528 +83	+0.1%	+$5.85K	0.04%	397
2024 Q1	$4.11M	Buy	56,445 +129	+0.2%	+$8.84K	0.05%	395
2023 Q4	$3.78M	Sell	56,316 -1,076	-2%	-$66.1K	0.05%	383
2023 Q3	$3.43M	Buy	57,392 +980	+2%	+$61.7K	0.05%	397
2023 Q2	$3.57M	Buy	56,412 +1,178	+2%	+$70.9K	0.05%	381
2023 Q1	$3.35M	Buy	55,234 +1,529	+3%	+$93.9K	0.05%	375
2022 Q4	$3.15M	Buy	53,705 +234	+0.4%	+$13.7K	0.05%	364
2022 Q3	$2.88M	Buy	53,471 +3,474	+7%	+$207K	0.05%	359
2022 Q2	$2.82M	Buy	49,997 +38,793	+346%	+$2.4M	0.05%	358
2022 Q1	$754K	Buy	+11,204	New	+$745K	0.01%	842

Other funds holding IMCB

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

MTC

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

Atria Wealth Solutions's IMCB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 84% in Q2 2025, selling an estimated $3.52M and leaving 8,727 shares worth $695K. The position accounts for 0.02% of the portfolio, ranked #781.

Atria Wealth Solutions first reported a position in IMCB in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.26M in Q4 2024. 183 funds tracked by Wall St. Rank hold IMCB as of Q2 2025.

Atria Wealth Solutions held 8,727 shares of iShares Morningstar Mid-Cap ETF worth $695K as of Q2 2025.
Atria Wealth Solutions sold 47,006 iShares Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $3.52M.
iShares Morningstar Mid-Cap ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #781 holding.
Atria Wealth Solutions first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Morningstar Mid-Cap ETF position peaked at $4.26M in Q4 2024.
183 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.