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Realta Investment Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Realta Investment Advisors’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 		– Sell
-192
Closed -$13.5K – 543
2024
Q2 		$13.5K Hold
192
– – ﹤0.01% 652
2024
Q1 		$14K Buy
+192
New +$13.2K ﹤0.01% 671
2023
Q4 		– Sell
-192
Closed -$12.2K – 599
2023
Q3 		$12.2K Hold
192
– – ﹤0.01% 660
2023
Q2 		$12.2K Buy
+192
New +$11.6K ﹤0.01% 709
2023
Q1 		– Sell
-192
Closed -$11.3K – 609
2022
Q4 		$11.3K Hold
192
– – ﹤0.01% 708
2022
Q3 		$10K Buy
+192
New +$11.5K ﹤0.01% 690

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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Cetera Investment Advisers
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

Realta Investment Advisors's IMCB Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2024, closing a stake of 192 shares — an estimated $13.5K sold.

Realta Investment Advisors first reported a position in IMCB in Q3 2022 and held it in 6 quarters. The position peaked at $14K in Q1 2024. 186 funds tracked by Wall St. Rank hold IMCB as of Q3 2024.

  • Realta Investment Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 192 iShares Morningstar Mid-Cap ETF shares in Q3 2024, an estimated $13.5K.
  • Realta Investment Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2022 and held it in 6 quarters.
  • Realta Investment Advisors's iShares Morningstar Mid-Cap ETF position peaked at $14K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.