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Householder Group Estate & Retirement Specialist’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-18
Closed -$1K – 850
2024
Q3 		$1K Hold
18
– – ﹤0.01% 1099
2024
Q2 		$1K Hold
18
– – ﹤0.01% 1137
2024
Q1 		$1.34K Hold
18
– – ﹤0.01% 1095
2023
Q4 		$1K Hold
18
– – ﹤0.01% 1070
2023
Q3 		$1.09K Buy
+18
New +$1.13K ﹤0.01% 1133
2023
Q1 		$1K Buy
+18
New +$1.1K ﹤0.01% 1155
2022
Q4 		– Sell
-18
Closed – – 692
2022
Q3 		$0 Buy
+18
New +$1.07K ﹤0.01% 1150

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
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 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 $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IMCB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2024, closing a stake of 18 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in IMCB in Q3 2022 and held it in 7 quarters. The position peaked at $1.34K in Q1 2024. 182 funds tracked by Wall St. Rank hold IMCB as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 18 iShares Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's iShares Morningstar Mid-Cap ETF position peaked at $1.34K in Q1 2024.
  • 182 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.