Advisornet Financial’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Advisornet Financial’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	$96K	Buy	995 +10	+1%	+$913	﹤0.01%	894
2026 Q1	$82.2K	Buy	985 +2	+0.2%	+$171	﹤0.01%	884
2025 Q4	$81.3K	Buy	983 +3	+0.3%	+$248	﹤0.01%	892
2025 Q3	$81.4K	Buy	980 +3	+0.3%	+$245	﹤0.01%	859
2025 Q2	$77.8K	Buy	977 +2	+0.2%	+$150	0.01%	833
2025 Q1	$72.2K	Buy	975 +3	+0.3%	+$231	0.01%	821
2024 Q4	$74K	Buy	972 +3	+0.3%	+$235	0.01%	763
2024 Q3	$73.7K	Buy	969 +3	+0.3%	+$218	0.01%	777
2024 Q2	$67.7K	Buy	966 +18	+2%	+$1.27K	0.01%	737
2024 Q1	$69.1K	Buy	948 +2	+0.2%	+$137	0.01%	726
2023 Q4	$63.5K	Buy	946 +7	+0.7%	+$430	0.01%	749
2023 Q3	$56.1K	Hold	939	–	–	0.01%	756
2023 Q2	$59.4K	Buy	939 +2	+0.2%	+$120	0.01%	767
2023 Q1	$56.8K	Buy	937 +3	+0.3%	+$184	0.01%	763
2022 Q4	$54.8K	Buy	934 +61	+7%	+$3.57K	0.01%	764
2022 Q3	$47K	Hold	873	–	–	﹤0.01%	866
2022 Q2	$49K	Buy	873 +589	+207%	+$36.4K	﹤0.01%	871
2022 Q1	$19K	Hold	284	–	–	﹤0.01%	1262
2021 Q4	$20K	Hold	284	–	–	﹤0.01%	1288
2021 Q3	$19K	Buy	+284	New	+$19.3K	﹤0.01%	1263

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 $631M AUM 12.14% 1-Year Est. Return

CFD

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

Advisornet Financial's IMCB Position: Q2 2026 in Review

Advisornet Financial increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1% in Q2 2026, buying an estimated $913 and bringing the position to 995 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Advisornet Financial first reported a position in IMCB in Q3 2021 and has held it in 20 quarters since. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Advisornet Financial held 995 shares of iShares Morningstar Mid-Cap ETF worth $96K as of Q2 2026.
Advisornet Financial bought 10 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $913.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #894 holding.
Advisornet Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.