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Valley National Advisers’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Valley National Advisers’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
-96
Closed -$6K – 1220
2024
Q1 		$6K Buy
96
+1
+1% +$69 ﹤0.01% 744
2023
Q4 		$6K Buy
+95
New +$5.83K ﹤0.01% 750

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

Valley National Advisers's IMCB Position: Q2 2024 in Review

Valley National Advisers sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2024, closing a stake of 96 shares — an estimated $6K sold.

Valley National Advisers first reported a position in IMCB in Q4 2023 and held it in 2 quarters. The position peaked at $6K in Q1 2024. 180 funds tracked by Wall St. Rank hold IMCB as of Q2 2024.

  • Valley National Advisers reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Valley National Advisers sold 96 iShares Morningstar Mid-Cap ETF shares in Q2 2024, an estimated $6K.
  • Valley National Advisers first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Valley National Advisers's iShares Morningstar Mid-Cap ETF position peaked at $6K in Q1 2024.
  • 180 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2024.

Based on Valley National Advisers's 13F filing for Q2 2024, filed 18 Jul 2024.