RIM
IMCB icon

Rockbridge Investment Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-611
Closed -$41K – 359
2023
Q4 		$41K Buy
+611
New +$37.5K 0.01% 253

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Rockbridge Investment Management's IMCB Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2024, closing a stake of 611 shares — an estimated $41K sold.

Rockbridge Investment Management first reported a position in IMCB in Q4 2023 and held it in 1 quarter. The position peaked at $41K in Q4 2023. 168 funds tracked by Wall St. Rank hold IMCB as of Q1 2024.

  • Rockbridge Investment Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 611 iShares Morningstar Mid-Cap ETF shares in Q1 2024, an estimated $41K.
  • Rockbridge Investment Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's iShares Morningstar Mid-Cap ETF position peaked at $41K in Q4 2023.
  • 168 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.