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

Centricity 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
Q2 		$24.5K Hold
308
– – 0.02% 238
2025
Q1 		$22.8K Hold
308
– – 0.02% 239
2024
Q4 		$23.5K Buy
+308
New +$24.1K 0.02% 235

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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

Centricity Wealth Management's IMCB Position: Q2 2025 in Review

Centricity Wealth Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2025 at 308 shares worth $24.5K. The position accounts for 0.02% of the portfolio, ranked #238.

Centricity Wealth Management first reported a position in IMCB in Q4 2024 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold IMCB as of Q2 2025.

  • Centricity Wealth Management held 308 shares of iShares Morningstar Mid-Cap ETF worth $24.5K as of Q2 2025.
  • Centricity Wealth Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2025.
  • iShares Morningstar Mid-Cap ETF made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #238 holding.
  • Centricity Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.