Van Hulzen Asset Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Van Hulzen Asset 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
2025 Q1	–	Sell	-344	Closed	-$26.2K	–	677
2024 Q4	$26.2K	Buy	+344	New	+$26.9K	﹤0.01%	637
2018 Q2	–	Sell	-5,164	Closed	-$234K	–	208
2018 Q1	$234K	Sell	5,164 -1,020	-16%	-$47.5K	0.07%	169
2017 Q4	$287K	Sell	6,184 -260	-4%	-$11.7K	0.09%	159
2017 Q3	$282K	Buy	+6,444	New	+$275K	0.1%	134

Other funds holding IMCB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Van Hulzen Asset Management's IMCB Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2025, closing a stake of 344 shares — an estimated $26.2K sold.

Van Hulzen Asset Management first reported a position in IMCB in Q3 2017 and held it in 4 quarters. The position peaked at $287K in Q4 2017. 174 funds tracked by Wall St. Rank hold IMCB as of Q1 2025.

Van Hulzen Asset Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 344 iShares Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $26.2K.
Van Hulzen Asset Management first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2017 and held it in 4 quarters.
Van Hulzen Asset Management's iShares Morningstar Mid-Cap ETF position peaked at $287K in Q4 2017.
174 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.