Corient Private Wealth
IMCB icon

Corient Private Wealth’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Corient Private Wealth’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
2026
Q1 		$532K Sell
6,376
-167
-3% -$14.3K ﹤0.01% 1998
2025
Q4 		$541K Sell
6,543
-1,160
-15% -$95.8K ﹤0.01% 2255
2025
Q3 		$640K Sell
7,703
-993
-11% -$81K ﹤0.01% 1664
2025
Q2 		$693K Buy
8,696
+848
+11% +$63.5K ﹤0.01% 1533
2025
Q1 		$581K Sell
7,848
-2,526
-24% -$195K ﹤0.01% 1527
2024
Q4 		$790K Sell
10,374
-5,310
-34% -$415K ﹤0.01% 1416
2024
Q3 		$1.19M Sell
15,684
-26,724
-63% -$1.94M ﹤0.01% 1321
2024
Q2 		$2.97M Sell
42,408
-361
-0.8% -$25.4K 0.01% 873
2024
Q1 		$3.11M Buy
42,769
+1,596
+4% +$109K 0.01% 840
2023
Q4 		$2.76M Buy
41,173
+4,930
+14% +$303K 0.01% 869
2023
Q3 		$2.16M Sell
36,243
-3,804
-9% -$240K 0.01% 881
2023
Q2 		$2.53M Buy
40,047
+1,276
+3% +$76.8K 0.01% 833
2023
Q1 		$2.35M Sell
38,771
-2,320
-6% -$142K 0.01% 788
2022
Q4 		$6.73M Buy
+41,091
New +$2.4M 0.02% 431

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return