Action Point Financial Planning’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Action Point Financial Planning’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	$400K	Buy	+4,144	New	+$378K	0.04%	297

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Action Point Financial Planning's IMCB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 4,144 shares worth $400K. The stake represents 0.04% of the portfolio and ranks #297 among its holdings.

200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Action Point Financial Planning held 4,144 shares of iShares Morningstar Mid-Cap ETF worth $400K as of Q2 2026.
iShares Morningstar Mid-Cap ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #297 holding.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.