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Jaffetilchin Investment Partners’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Jaffetilchin Investment Partners’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
-102
Closed -$7.76K – 806
2024
Q3 		$7.76K Buy
+102
New +$7.41K ﹤0.01% 950

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 $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
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

Jaffetilchin Investment Partners's IMCB Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2024, closing a stake of 102 shares — an estimated $7.76K sold.

Jaffetilchin Investment Partners first reported a position in IMCB in Q3 2024 and held it in 1 quarter. The position peaked at $7.76K in Q3 2024. 182 funds tracked by Wall St. Rank hold IMCB as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 102 iShares Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $7.76K.
  • Jaffetilchin Investment Partners first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's iShares Morningstar Mid-Cap ETF position peaked at $7.76K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.