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B. Riley Wealth Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

B. Riley 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
2024
Q4 		– Sell
-3,441
Closed -$261K – 1214
2024
Q3 		$261K Buy
3,441
+308
+10% +$22.4K 0.01% 1020
2024
Q2 		$220K Sell
3,133
-2,388
-43% -$168K 0.01% 1183
2024
Q1 		$331K Buy
5,521
+738
+15% +$50.6K 0.01% 1000
2023
Q4 		$321K Sell
4,783
-738
-13% -$45.3K 0.01% 1018
2023
Q3 		$331K Buy
5,521
+875
+19% +$55.1K 0.01% 1000
2023
Q2 		$294K Buy
+4,646
New +$280K 0.01% 1134
2015
Q1 		– Sell
-1,752
Closed -$65 – 1247
2014
Q4 		$65 Buy
+1,752
New +$62.6K ﹤0.01% 1959
2014
Q3 		– Sell
-492
Closed -$17.3K – 1249
2014
Q2 		$17.3K Buy
+492
New +$16.7K ﹤0.01% 1530

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
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 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
Cetera Investment Advisers
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
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

B. Riley Wealth Advisors's IMCB Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2024, closing a stake of 3,441 shares — an estimated $261K sold.

B. Riley Wealth Advisors first reported a position in IMCB in Q2 2014 and held it in 8 quarters. The position peaked at $331K in Q1 2024. 182 funds tracked by Wall St. Rank hold IMCB as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,441 iShares Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $261K.
  • B. Riley Wealth Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2014 and held it in 8 quarters.
  • B. Riley Wealth Advisors's iShares Morningstar Mid-Cap ETF position peaked at $331K in Q1 2024.
  • 182 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.