PWG
IMCB icon

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

Portside Wealth Group’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
-25,195
Closed -$1.92M – 433
2024
Q3 		$1.92M Buy
25,195
+2,535
+11% +$184K 0.33% 74
2024
Q2 		$1.59M Buy
+22,660
New +$1.6M 0.3% 82

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 $2.41B AUM 16.65% 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

Portside Wealth Group's IMCB Position: Q4 2024 in Review

Portside Wealth Group sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2024, closing a stake of 25,195 shares — an estimated $1.92M sold.

Portside Wealth Group first reported a position in IMCB in Q2 2024 and held it in 2 quarters. The position peaked at $1.92M in Q3 2024. 182 funds tracked by Wall St. Rank hold IMCB as of Q4 2024.

  • Portside Wealth Group reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Portside Wealth Group sold 25,195 iShares Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $1.92M.
  • Portside Wealth Group first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2024 and held it in 2 quarters.
  • Portside Wealth Group's iShares Morningstar Mid-Cap ETF position peaked at $1.92M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2024.

Based on Portside Wealth Group's 13F filing for Q4 2024, filed 15 Jan 2025.