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Western Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Western Wealth 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
Q2 		– Sell
-2,850
Closed -$211K – 737
2025
Q1 		$211K Sell
2,850
-100
-3% -$7.71K 0.01% 639
2024
Q4 		$225K Hold
2,950
– – 0.01% 609
2024
Q3 		$224K Sell
2,950
-250
-8% -$18.2K 0.01% 684
2024
Q2 		$224K Sell
3,200
-100
-3% -$7.05K 0.02% 596
2024
Q1 		$240K Hold
3,300
– – 0.02% 569
2023
Q4 		$222K Buy
+3,300
New +$203K 0.02% 630
2023
Q3 		– Sell
-3,615
Closed -$229K – 668
2023
Q2 		$229K Sell
3,615
-3,380
-48% -$204K 0.02% 581
2023
Q1 		$424K Sell
6,995
-1,566
-18% -$96.1K 0.04% 409
2022
Q4 		$502K Sell
8,561
-4,630
-35% -$271K 0.05% 336
2022
Q3 		$731K Sell
13,191
-3,965
-23% -$237K 0.04% 386
2022
Q2 		$975K Sell
17,156
-1,725
-9% -$107K 0.06% 307
2022
Q1 		$1.27M Buy
18,881
+8,673
+85% +$577K 0.06% 293
2021
Q4 		$726K Buy
+10,208
New +$715K 0.07% 257
2021
Q2 		$486K Buy
7,255
+7
+0.1% +$460 0.05% 365
2021
Q1 		$456K Sell
7,248
-792
-10% -$48.4K 0.06% 299
2020
Q4 		$471K Buy
8,040
+120
+2% +$6.57K 0.07% 267
2020
Q3 		$397K Buy
7,920
+1,612
+26% +$79.7K 0.06% 280
2020
Q2 		$291K Buy
6,308
+348
+6% +$15.1K 0.05% 321
2020
Q1 		$229K Sell
5,960
-228
-4% -$11K 0.05% 317
2019
Q4 		$324K Buy
6,188
+100
+2% +$5.07K 0.05% 297
2019
Q3 		$303K Buy
6,088
+720
+13% +$35.1K 0.06% 289
2019
Q2 		$261K Buy
5,368
+284
+6% +$13.6K 0.03% 337
2019
Q1 		$241K Sell
5,084
-208
-4% -$9.4K 0.05% 328
2018
Q4 		$215K Buy
+5,292
New +$232K 0.06% 314

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

Western Wealth Management's IMCB Position: Q2 2025 in Review

Western Wealth Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2025, closing a stake of 2,850 shares — an estimated $211K sold.

Western Wealth Management first reported a position in IMCB in Q4 2018 and held it in 24 quarters. The position peaked at $1.27M in Q1 2022. 183 funds tracked by Wall St. Rank hold IMCB as of Q2 2025.

  • Western Wealth Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Western Wealth Management sold 2,850 iShares Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $211K.
  • Western Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2018 and held it in 24 quarters.
  • Western Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $1.27M in Q1 2022.
  • 183 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2025.

Based on Western Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.