Northwest Investment Counselors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Northwest Investment Counselors’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 Q3	$17.2K	Buy	+227	New	+$16.5K	﹤0.01%	368

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 $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

MIC

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

Northwest Investment Counselors's IMCB Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2024: 227 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #368 among its holdings.

186 funds tracked by Wall St. Rank hold IMCB as of Q3 2024.

Northwest Investment Counselors held 227 shares of iShares Morningstar Mid-Cap ETF worth $17.2K as of Q3 2024.
iShares Morningstar Mid-Cap ETF was a new Northwest Investment Counselors position in Q3 2024.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #368 holding.
186 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.