Mission Creek Capital Partners’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Mission Creek Capital 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
2025 Q1	–	Sell	-3,390	Closed	-$258K	–	211
2024 Q4	$258K	Hold	3,390	–	–	0.06%	206
2024 Q3	$258K	Sell	3,390 -587	-15%	-$42.6K	0.06%	200
2024 Q2	$279K	Sell	3,977 -2,024	-34%	-$143K	0.07%	182
2024 Q1	$437K	Sell	6,001 -46	-0.8%	-$3.15K	0.11%	172
2023 Q4	$406K	Sell	6,047 -465	-7%	-$28.6K	0.1%	165
2023 Q3	$389K	Buy	6,512 +2,626	+68%	+$165K	0.13%	161
2023 Q2	$246K	Buy	+3,886	New	+$234K	0.08%	202

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mission Creek Capital Partners's IMCB Position: Q1 2025 in Review

Mission Creek Capital Partners sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2025, closing a stake of 3,390 shares — an estimated $258K sold.

Mission Creek Capital Partners first reported a position in IMCB in Q2 2023 and held it in 7 quarters. The position peaked at $437K in Q1 2024. 174 funds tracked by Wall St. Rank hold IMCB as of Q1 2025.

Mission Creek Capital Partners reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Mission Creek Capital Partners sold 3,390 iShares Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $258K.
Mission Creek Capital Partners first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2023 and held it in 7 quarters.
Mission Creek Capital Partners's iShares Morningstar Mid-Cap ETF position peaked at $437K in Q1 2024.
174 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2025.

Based on Mission Creek Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.