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World Investment Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

World Investment Advisors’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
Q3 		– Sell
-19,056
Closed -$1.52M – 1259
2025
Q2 		$1.52M Sell
19,056
-1,655
-8% -$124K 0.03% 429
2025
Q1 		$1.53M Sell
20,711
-587
-3% -$45.2K 0.04% 400
2024
Q4 		$1.62M Buy
21,298
+327
+2% +$25.6K 0.04% 372
2024
Q3 		$1.59M Sell
20,971
-192
-0.9% -$13.9K 0.05% 335
2024
Q2 		$1.48M Sell
21,163
-13
-0.1% -$916 0.09% 197
2024
Q1 		$1.54M Buy
21,176
+1,845
+10% +$126K 0.22% 99
2023
Q4 		$1.3M Sell
19,331
-60
-0.3% -$3.69K 0.17% 115
2023
Q3 		$1.16M Buy
19,391
+426
+2% +$26.8K 0.23% 84
2023
Q2 		$1.2M Buy
18,965
+730
+4% +$44K 0.23% 78
2023
Q1 		$1.11M Buy
18,235
+534
+3% +$32.8K 0.23% 75
2022
Q4 		$1.04M Buy
17,701
+221
+1% +$12.9K 0.24% 75
2022
Q3 		$942K Sell
17,480
-103
-0.6% -$6.15K 0.22% 76
2022
Q2 		$1.09M Buy
17,583
+1,398
+9% +$86.3K 0.23% 72
2022
Q1 		$1.09M Buy
16,185
+468
+3% +$31.1K 0.23% 78
2021
Q4 		$1.06M Buy
15,717
+2,213
+16% +$155K 0.22% 85
2021
Q3 		$899K Buy
13,504
+1,652
+14% +$112K 0.2% 83
2021
Q2 		$795K Sell
11,852
-34,180
-74% -$2.25M 0.18% 92
2021
Q1 		$740K Buy
46,032
+36,320
+374% +$2.22M 0.18% 90
2020
Q4 		$603K Buy
9,712
+1,552
+19% +$84.9K 0.15% 106
2020
Q3 		$409K Hold
8,160
– – 0.14% 98
2020
Q2 		$416K Sell
8,160
-1,912
-19% -$83.2K 0.15% 94
2020
Q1 		$386K Buy
10,072
+244
+2% +$11.8K 0.18% 78
2019
Q4 		$515K Buy
9,828
+104
+1% +$5.28K 0.2% 70
2019
Q3 		$481K Buy
9,724
+1,264
+15% +$61.6K 0.21% 64
2019
Q2 		$408K Sell
8,460
-564
-6% -$27K 0.18% 71
2019
Q1 		$424K Buy
9,024
+560
+7% +$25.3K 0.19% 66
2018
Q4 		$391K Buy
+8,464
New +$371K 0.18% 80

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

World Investment Advisors's IMCB Position: Q3 2025 in Review

World Investment Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2025, closing a stake of 19,056 shares — an estimated $1.52M sold.

World Investment Advisors first reported a position in IMCB in Q4 2018 and held it in 27 quarters. The position peaked at $1.62M in Q4 2024. 191 funds tracked by Wall St. Rank hold IMCB as of Q3 2025.

  • World Investment Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • World Investment Advisors sold 19,056 iShares Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $1.52M.
  • World Investment Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2018 and held it in 27 quarters.
  • World Investment Advisors's iShares Morningstar Mid-Cap ETF position peaked at $1.62M in Q4 2024.
  • 191 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2025.

Based on World Investment Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.