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 Q2	–	Sell	-4,842	Closed	-$404K	–	232
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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

49 Wealth Management's IMCB Position: Q2 2026 in Review

49 Wealth Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026, closing a stake of 4,842 shares — an estimated $404K sold.

49 Wealth Management first reported a position in IMCB in Q4 2023 and held it in 9 quarters. The position peaked at $404K in Q1 2026. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

49 Wealth Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 4,842 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $404K.
49 Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2023 and held it in 9 quarters.
49 Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $404K in Q1 2026.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.