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 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 $94.2B AUM 21.24% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

AE Wealth Management's IMCB Position: Q1 2026 in Review

AE Wealth Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q1 2026 at 1,166 shares worth $97.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

AE Wealth Management first reported a position in IMCB in Q3 2019 and has held it in 8 quarters since. The position peaked at $1.71M in Q3 2019. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

AE Wealth Management held 1,166 shares of iShares Morningstar Mid-Cap ETF worth $97.2K as of Q1 2026.
AE Wealth Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1804 holding.
AE Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2019 and has held it in 8 quarters since.
AE Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $1.71M in Q3 2019.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.