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ICA Group Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

ICA Group Wealth Management’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
Q2 		$705 Sell
10
-1,184
-99% -$83.4K ﹤0.01% 744
2024
Q1 		$87K Hold
1,194
– – 0.02% 431
2023
Q4 		$80.2K Buy
+1,194
New +$73.3K 0.02% 409
2023
Q3 		– Sell
-1,184
Closed -$74.9K – 690
2023
Q2 		$74.9K Hold
1,184
– – 0.02% 395
2023
Q1 		$71.8K Hold
1,184
– – 0.02% 404
2022
Q4 		$69.5K Buy
+1,184
New +$69.2K 0.02% 440

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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ICA Group Wealth Management's IMCB Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 99% in Q2 2024, selling an estimated $83.4K and leaving 10 shares worth $705. The position accounts for ﹤0.01% of the portfolio, ranked #744.

ICA Group Wealth Management first reported a position in IMCB in Q4 2022 and has held it in 6 quarters since. The position peaked at $87K in Q1 2024. 180 funds tracked by Wall St. Rank hold IMCB as of Q2 2024.

  • ICA Group Wealth Management held 10 shares of iShares Morningstar Mid-Cap ETF worth $705 as of Q2 2024.
  • ICA Group Wealth Management sold 1,184 iShares Morningstar Mid-Cap ETF shares in Q2 2024, an estimated $83.4K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #744 holding.
  • ICA Group Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $87K in Q1 2024.
  • 180 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.