4WM
IMCB icon

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

49 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
2026
Q1 		$404K Buy
4,842
+14
+0.3% +$1.2K 0.03% 128
2025
Q4 		$399K Buy
4,828
+20
+0.4% +$1.65K 0.03% 133
2025
Q3 		$399K Buy
4,808
+18
+0.4% +$1.47K 0.04% 119
2025
Q2 		$382K Buy
4,790
+16
+0.3% +$1.2K 0.04% 106
2025
Q1 		$354K Buy
4,774
+17
+0.4% +$1.31K 0.04% 119
2024
Q4 		$362K Buy
4,757
+19
+0.4% +$1.49K 0.05% 103
2024
Q3 		$360K Buy
4,738
+20
+0.4% +$1.45K 0.06% 105
2024
Q2 		$329K Buy
+4,718
New +$333K 0.06% 110
2024
Q1 		– Sell
-5,160
Closed -$346K – 134
2023
Q4 		$346K Buy
+5,160
New +$317K 0.09% 73

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return