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

Axiom Advisory’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
2024
Q3 		$874K Buy
12,033
+220
+2% +$16K 0.01% 174
2024
Q2 		$833K Buy
+11,813
New +$833K 0.01% 169

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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Axiom Advisory's IMCB Position: Q3 2024 in Review

Axiom Advisory increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.9% in Q3 2024, buying an estimated $16K and bringing the position to 12,033 shares worth $874K. The position accounts for 0.01% of the portfolio, ranked #174.

Axiom Advisory first reported a position in IMCB in Q2 2024 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold IMCB as of Q3 2024.

  • Axiom Advisory held 12,033 shares of iShares Morningstar Mid-Cap ETF worth $874K as of Q3 2024.
  • Axiom Advisory bought 220 iShares Morningstar Mid-Cap ETF shares in Q3 2024, an estimated $16K.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #174 holding.
  • Axiom Advisory first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.