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FNY Investment Advisers’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

FNY Investment Advisers’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
2023
Q4 		– Sell
-100
Closed -$5K – 591
2023
Q3 		$5K Buy
+100
New +$6.3K ﹤0.01% 456
2018
Q3 		– Sell
-180
Closed -$8K – 1079
2018
Q2 		$8K Buy
+180
New +$8.25K ﹤0.01% 496

Other funds holding IMCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FNY Investment Advisers's IMCB Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2023, closing a stake of 100 shares — an estimated $5K sold.

FNY Investment Advisers first reported a position in IMCB in Q2 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 162 funds tracked by Wall St. Rank hold IMCB as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 100 iShares Morningstar Mid-Cap ETF shares in Q4 2023, an estimated $5K.
  • FNY Investment Advisers first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2018 and held it in 2 quarters.
  • FNY Investment Advisers's iShares Morningstar Mid-Cap ETF position peaked at $8K in Q2 2018.
  • 162 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.