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Washington Trust’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Washington Trust’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
Q2 		– Sell
-420
Closed -$31.1K – 479
2025
Q1 		$31.1K Hold
420
– – ﹤0.01% 474
2024
Q4 		$32K Hold
420
– – ﹤0.01% 505
2024
Q3 		$31.9K Hold
420
– – ﹤0.01% 518
2024
Q2 		$29.4K Hold
420
– – ﹤0.01% 522
2024
Q1 		$30.6K Hold
420
– – ﹤0.01% 516
2023
Q4 		$28.2K Hold
420
– – ﹤0.01% 506
2023
Q3 		$25.1K Hold
420
– – ﹤0.01% 505
2023
Q2 		$26.6K Hold
420
– – ﹤0.01% 520
2023
Q1 		$25.5K Hold
420
– – ﹤0.01% 525
2022
Q4 		$24.6K Hold
420
– – ﹤0.01% 520
2022
Q3 		$23K Hold
420
– – ﹤0.01% 524
2022
Q2 		$24K Hold
420
– – ﹤0.01% 526
2022
Q1 		$28K Hold
420
– – ﹤0.01% 520
2021
Q4 		$30K Hold
420
– – ﹤0.01% 512
2021
Q3 		$28K Hold
420
– – ﹤0.01% 623
2021
Q2 		$28K Buy
+420
New +$27.6K ﹤0.01% 635

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
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 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
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Washington Trust's IMCB Position: Q2 2025 in Review

Washington Trust sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2025, closing a stake of 420 shares — an estimated $31.1K sold.

Washington Trust first reported a position in IMCB in Q2 2021 and held it in 16 quarters. The position peaked at $32K in Q4 2024. 183 funds tracked by Wall St. Rank hold IMCB as of Q2 2025.

  • Washington Trust reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 420 iShares Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $31.1K.
  • Washington Trust first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2021 and held it in 16 quarters.
  • Washington Trust's iShares Morningstar Mid-Cap ETF position peaked at $32K in Q4 2024.
  • 183 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.