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

AE 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	$113K	Hold	1,166	–	–	﹤0.01%	1882
2026 Q1	$97.2K	Hold	1,166	–	–	﹤0.01%	1804
2025 Q4	$96.5K	Sell	1,166 -10	-0.9%	-$826	﹤0.01%	1711
2025 Q3	$97.7K	Sell	1,176 -172	-13%	-$14K	﹤0.01%	1577
2025 Q2	$107K	Buy	1,348 +666	+98%	+$49.9K	﹤0.01%	1466
2025 Q1	$50.5K	Buy	682 +514	+306%	+$39.6K	﹤0.01%	1584
2024 Q4	$12.8K	Buy	+168	New	+$13.1K	﹤0.01%	1810
2020 Q1	–	Sell	-14,256	Closed	-$747K	–	1196
2019 Q4	$747K	Sell	14,256 -20,372	-59%	-$1.03M	0.02%	603
2019 Q3	$1.71M	Buy	+34,628	New	+$1.69M	0.05%	301

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

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

AE Wealth Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 1,166 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

AE Wealth Management first reported a position in IMCB in Q3 2019 and has held it in 9 quarters since. The position peaked at $1.71M in Q3 2019. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

AE Wealth Management held 1,166 shares of iShares Morningstar Mid-Cap ETF worth $113K as of Q2 2026.
AE Wealth Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1882 holding.
AE Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2019 and has held it in 9 quarters since.
AE Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $1.71M in Q3 2019.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.