Divergent Wealth Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Divergent 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 Q3	$365K	Hold	4,803	–	–	0.07%	24
2024 Q2	$337K	Sell	4,803 -432	-8%	-$30.4K	0.07%	24
2024 Q1	$381K	Sell	5,235 -954	-15%	-$65.4K	0.08%	24
2023 Q4	$416K	Hold	6,189	–	–	0.09%	23
2023 Q3	$370K	Hold	6,189	–	–	0.08%	23
2023 Q2	$392K	Hold	6,189	–	–	0.09%	22
2023 Q1	$375K	Sell	6,189 -17	-0.3%	-$1.04K	0.09%	23
2022 Q4	$364K	Buy	+6,206	New	+$363K	0.09%	23
2019 Q1	–	Sell	-26,948	Closed	-$1.09M	–	39
2018 Q4	$1.09M	Buy	+26,948	New	+$1.18M	0.4%	24

Other funds holding IMCB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Divergent Wealth Advisors's IMCB Position: Q3 2024 in Review

Divergent Wealth Advisors held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2024 at 4,803 shares worth $365K. The position accounts for 0.07% of the portfolio, ranked #24.

Divergent Wealth Advisors first reported a position in IMCB in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2018. 186 funds tracked by Wall St. Rank hold IMCB as of Q3 2024.

Divergent Wealth Advisors held 4,803 shares of iShares Morningstar Mid-Cap ETF worth $365K as of Q3 2024.
Divergent Wealth Advisors left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2024.
iShares Morningstar Mid-Cap ETF made up 0.07% of Divergent Wealth Advisors's portfolio in Q3 2024, its #24 holding.
Divergent Wealth Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2018 and has held it in 9 quarters since.
Divergent Wealth Advisors's iShares Morningstar Mid-Cap ETF position peaked at $1.09M in Q4 2018.
186 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.