Avantax Advisory Services’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Avantax Advisory Services’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	$6.63M	Buy	83,245 +890	+1%	+$66.7K	0.04%	362
2025 Q1	$6.1M	Buy	82,355 +179	+0.2%	+$13.8K	0.04%	357
2024 Q4	$6.26M	Sell	82,176 -4,489	-5%	-$351K	0.04%	332
2024 Q3	$6.59M	Buy	86,665 +2,319	+3%	+$168K	0.04%	326
2024 Q2	$5.91M	Buy	84,346 +2,823	+3%	+$199K	0.04%	328
2024 Q1	$5.94M	Sell	81,523 -6,371	-7%	-$437K	0.05%	268
2023 Q4	$5.9M	Sell	87,894 -3,080	-3%	-$189K	0.06%	246
2023 Q3	$5.43M	Sell	90,974 -565	-0.6%	-$35.6K	0.06%	233
2023 Q2	$5.79M	Sell	91,539 -3,229	-3%	-$194K	0.07%	218
2023 Q1	$5.75M	Sell	94,768 -118,323	-56%	-$7.26M	0.07%	221
2022 Q4	$12.5M	Buy	213,091 +5,483	+3%	+$321K	0.17%	103
2022 Q3	$11.2M	Sell	207,608 -2,525	-1%	-$151K	0.17%	93
2022 Q2	$11.8M	Sell	210,133 -8,695	-4%	-$537K	0.18%	88
2022 Q1	$14.7M	Sell	218,828 -11,453	-5%	-$762K	0.2%	77
2021 Q4	$16.4M	Sell	230,281 -968	-0.4%	-$67.8K	0.25%	61
2021 Q3	$15.4M	Buy	231,249 +2,157	+0.9%	+$146K	0.26%	59
2021 Q2	$15.4M	Buy	229,092 +7,280	+3%	+$479K	0.28%	57
2021 Q1	$14M	Buy	221,812 +10,048	+5%	+$613K	0.3%	54
2020 Q4	$12.4M	Sell	211,764 -147,064	-41%	-$8.05M	0.3%	57
2020 Q3	$17.9M	Buy	358,828 +162,336	+83%	+$8.02M	0.29%	60
2020 Q2	$9.06M	Buy	196,492 +14,340	+8%	+$624K	0.26%	64
2020 Q1	$6.98M	Sell	182,152 -944	-0.5%	-$45.7K	0.21%	78
2019 Q4	$9.59M	Buy	183,096 +164,212	+870%	+$8.33M	0.22%	69
2019 Q3	$935K	Buy	18,884 +708	+4%	+$34.5K	0.04%	219
2019 Q2	$881K	Buy	18,176 +400	+2%	+$19.1K	0.04%	211
2019 Q1	$835K	Buy	17,776 +276	+2%	+$12.5K	0.04%	198
2018 Q4	$708K	Buy	+17,500	New	+$768K	0.12%	173

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Avantax Advisory Services's IMCB Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.1% in Q2 2025, buying an estimated $66.7K and bringing the position to 83,245 shares worth $6.63M. The position accounts for 0.04% of the portfolio, ranked #362.

Avantax Advisory Services first reported a position in IMCB in Q4 2018 and has held it in 27 quarters since. The position peaked at $17.9M in Q3 2020. 183 funds tracked by Wall St. Rank hold IMCB as of Q2 2025.

Avantax Advisory Services held 83,245 shares of iShares Morningstar Mid-Cap ETF worth $6.63M as of Q2 2025.
Avantax Advisory Services bought 890 iShares Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $66.7K.
iShares Morningstar Mid-Cap ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #362 holding.
Avantax Advisory Services first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares Morningstar Mid-Cap ETF position peaked at $17.9M in Q3 2020.
183 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.