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

Rise 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
Q2 		– Sell
-66
Closed -$4.83K – 1248
2024
Q1 		$4.83K Hold
66
– – ﹤0.01% 1090
2023
Q4 		$4.44K Buy
66
+1
+2% +$61 ﹤0.01% 388
2023
Q3 		$3.91K Hold
65
– – ﹤0.01% 399
2023
Q2 		$4.14K Hold
65
– – ﹤0.01% 438
2023
Q1 		$3.96K Hold
65
– – ﹤0.01% 486
2022
Q4 		$3.81K Hold
65
– – ﹤0.01% 480
2022
Q3 		$3K Buy
65
+1
+2% +$60 ﹤0.01% 497
2022
Q2 		$4K Hold
64
– – ﹤0.01% 472
2022
Q1 		$4K Hold
64
– – ﹤0.01% 448
2021
Q4 		$4.54K Buy
+64
New +$4.49K ﹤0.01% 416

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rise Advisors's IMCB Position: Q2 2024 in Review

Rise Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2024, closing a stake of 66 shares — an estimated $4.83K sold.

Rise Advisors first reported a position in IMCB in Q4 2021 and held it in 10 quarters. The position peaked at $4.83K in Q1 2024. 180 funds tracked by Wall St. Rank hold IMCB as of Q2 2024.

  • Rise Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Rise Advisors sold 66 iShares Morningstar Mid-Cap ETF shares in Q2 2024, an estimated $4.83K.
  • Rise Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and held it in 10 quarters.
  • Rise Advisors's iShares Morningstar Mid-Cap ETF position peaked at $4.83K in Q1 2024.
  • 180 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.