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Avior Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-189
Closed -$14.4K – 1509
2024
Q4 		$14.4K Buy
+189
New +$14.8K ﹤0.01% 1505

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avior Wealth Management's IMCB Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2025, closing a stake of 189 shares — an estimated $14.4K sold.

Avior Wealth Management first reported a position in IMCB in Q4 2024 and held it in 1 quarter. The position peaked at $14.4K in Q4 2024. 174 funds tracked by Wall St. Rank hold IMCB as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 189 iShares Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $14.4K.
  • Avior Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $14.4K in Q4 2024.
  • 174 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.