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EWG Elevate’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

EWG Elevate’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
Q1 		– Sell
-42,479
Closed -$3.23M – 140
2024
Q4 		$3.23M Buy
+42,479
New +$3.32M 0.99% 28

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
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
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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EWG Elevate's IMCB Position: Q1 2025 in Review

EWG Elevate sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2025, closing a stake of 42,479 shares — an estimated $3.23M sold.

EWG Elevate first reported a position in IMCB in Q4 2024 and held it in 1 quarter. The position peaked at $3.23M in Q4 2024. 174 funds tracked by Wall St. Rank hold IMCB as of Q1 2025.

  • EWG Elevate reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • EWG Elevate sold 42,479 iShares Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $3.23M.
  • EWG Elevate first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
  • EWG Elevate's iShares Morningstar Mid-Cap ETF position peaked at $3.23M in Q4 2024.
  • 174 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2025.

Based on EWG Elevate's 13F filing for Q1 2025, filed 10 Apr 2025.