Back to COMMONWEALTH EQUITY SERVICES, LLC COMMONWEALTH EQUITY SERVICES, LLC

IMCBIMCB
30 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in ISHARES MORNINGSTAR MID-CAP ETF

COMMONWEALTH EQUITY SERVICES, LLC holds 183,052 shares of IMCB (ISHARES MORNINGSTAR MID-CAP ETF), worth $17.7M as of 2026-Q2. The position was increased (+4.2% shares). IMCB represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$17.7M

Current Shares

183,052

Total Value Change

-$7.9M

Total Shares Change

+47,010

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
183,052
+4.2%
$17.7M0.0%$96.56
29
2026-Q1
Decreased
175,656
-2.1%
$14.7M0.0%$83.18
0
2025-Q4
Decreased
179,461
-3.5%
$14.8M0.0%$82.25
0
2025-Q3
Decreased
185,989
-51.4%
$15.4M0.0%$82.22
0
2025-Q2
Decreased
382,362
-4.2%
$30.5M0.0%$78.58
0
2025-Q1
Increased
398,963
+8.6%
$29.6M0.0%$72.83
31
2024-Q4
Decreased
367,484
-2.0%
$28M0.0%$74.60
0
2024-Q3
Decreased
374,921
-3.3%
$28.5M0.0%$74.18
0
2024-Q2
Increased
387,739
+1.0%
$27.2M0.0%$68.51
29
2024-Q1
Increased
383,809
+1.7%
$28M0.0%$70.96
29
2023-Q4
Increased
377,258
+19.4%
$25.3M0.0%$65.19
34
2023-Q3
Increased
316,048
+1.8%
$18.9M0.0%$57.73
29
2023-Q2
Increased
310,435
+0.0%
$19.6M0.0%$60.51
28
2023-Q1
Increased
310,408
+2.2%
$18.8M0.0%$57.80
29
2022-Q4
Decreased
303,829
-2.7%
$17.8M0.0%$56.02
0
2022-Q3
Increased
312,265
+7.2%
$16.8M0.0%$50.90
30
2022-Q2
Decreased
291,406
-5.1%
$16.4M0.0%$52.95
0
2022-Q1
Decreased
307,045
-9.9%
$20.7M0.0%$63.05
0
2021-Q4
Decreased
340,870
-16.1%
$24.2M0.1%$66.37
0
2021-Q3
Decreased
406,119
-9.8%
$27M0.1%$61.92
0
2021-Q2
Increased
450,308
+261.4%
$30.2M0.1%$62.18
46
2021-Q1
Decreased
124,615
-0.5%
$31.3M0.1%$58.15
0
2020-Q4
Increased
125,224
+1.5%
$29.3M0.1%$54.05
29
2020-Q3
Increased
123,389
+0.0%
$24.7M0.1%$46.09
28
2020-Q2
Decreased
123,365
-0.1%
$22.7M0.1%$42.28
0
2020-Q1
Decreased
123,458
-2.1%
$18.9M0.1%$35.01
0
2019-Q4
Decreased
126,077
-2.0%
$26.4M0.1%$47.84
0
2019-Q3
Decreased
128,681
-0.8%
$25.4M0.1%$44.86
0
2019-Q2
Decreased
129,747
-4.6%
$25.2M0.1%$44.08
0
2019-Q1
New
136,042
-
$25.6M0.1%$42.57
47

Other major holders of IMCB: HighTower Advisors, LLC, UBS Group AG, MORGAN STANLEY

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