Institutional & Family Asset Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Institutional & Family Asset 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	$3.92K	Hold	56	–	–	﹤0.01%	528
2024 Q1	$4.08K	Hold	56	–	–	﹤0.01%	519
2023 Q4	$3.76K	Hold	56	–	–	﹤0.01%	517
2023 Q3	$3.35K	Hold	56	–	–	﹤0.01%	517
2023 Q2	$3.54K	Hold	56	–	–	﹤0.01%	519
2023 Q1	$3.4K	Hold	56	–	–	﹤0.01%	518
2022 Q4	$3.29K	Hold	56	–	–	﹤0.01%	517
2022 Q3	$3K	Hold	56	–	–	﹤0.01%	552
2022 Q2	$3K	Hold	56	–	–	﹤0.01%	556
2022 Q1	$4K	Hold	56	–	–	﹤0.01%	583
2021 Q4	$4K	Hold	56	–	–	﹤0.01%	591
2021 Q3	$4K	Hold	56	–	–	﹤0.01%	702
2021 Q2	$4K	Hold	56	–	–	﹤0.01%	746
2021 Q1	$4K	Hold	56	–	–	﹤0.01%	719
2020 Q4	$3K	Hold	56	–	–	﹤0.01%	706
2020 Q3	$3K	Hold	56	–	–	﹤0.01%	648
2020 Q2	$3K	Hold	56	–	–	﹤0.01%	643
2020 Q1	$2K	Hold	56	–	–	﹤0.01%	652
2019 Q4	$3K	Hold	56	–	–	﹤0.01%	667
2019 Q3	$3K	Hold	56	–	–	﹤0.01%	633
2019 Q2	$3K	Hold	56	–	–	﹤0.01%	662
2019 Q1	$3K	Hold	56	–	–	﹤0.01%	659
2018 Q4	$2K	Hold	56	–	–	﹤0.01%	691
2018 Q3	$3K	Hold	56	–	–	﹤0.01%	682
2018 Q2	$3K	Hold	56	–	–	﹤0.01%	672
2018 Q1	$3K	Buy	+56	New	+$2.61K	﹤0.01%	666

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institutional & Family Asset Management's IMCB Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2024 at 56 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Institutional & Family Asset Management first reported a position in IMCB in Q1 2018 and has held it in 26 quarters since. The position peaked at $4.08K in Q1 2024. 180 funds tracked by Wall St. Rank hold IMCB as of Q2 2024.

Institutional & Family Asset Management held 56 shares of iShares Morningstar Mid-Cap ETF worth $3.92K as of Q2 2024.
Institutional & Family Asset Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2024.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #528 holding.
Institutional & Family Asset Management first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's iShares Morningstar Mid-Cap ETF position peaked at $4.08K in Q1 2024.
180 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.