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

Allegheny Financial Group’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 		$329K Buy
3,412
+9
+0.3% +$822 0.04% 219
2026
Q1 		$284K Buy
3,403
+130
+4% +$11.1K 0.04% 225
2025
Q4 		$271K Buy
+3,273
New +$270K 0.04% 215

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
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

Allegheny Financial Group's IMCB Position: Q2 2026 in Review

Allegheny Financial Group increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.26% in Q2 2026, buying an estimated $822 and bringing the position to 3,412 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #219.

Allegheny Financial Group first reported a position in IMCB in Q4 2025 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Allegheny Financial Group held 3,412 shares of iShares Morningstar Mid-Cap ETF worth $329K as of Q2 2026.
  • Allegheny Financial Group bought 9 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $822.
  • iShares Morningstar Mid-Cap ETF made up 0.04% of Allegheny Financial Group's portfolio in Q2 2026, its #219 holding.
  • Allegheny Financial Group first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.