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

Allworth 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	$42.4K	Hold	439	–	–	﹤0.01%	2630
2026 Q1	$36.7K	Hold	439	–	–	﹤0.01%	2555
2025 Q4	$36.3K	Hold	439	–	–	﹤0.01%	2411
2025 Q3	$36.5K	Hold	439	–	–	﹤0.01%	2323
2025 Q2	$35K	Hold	439	–	–	﹤0.01%	2167
2025 Q1	$31.8K	Hold	439	–	–	﹤0.01%	1790
2024 Q4	$35K	Hold	439	–	–	﹤0.01%	1766
2024 Q3	$33.4K	Hold	439	–	–	﹤0.01%	1591
2024 Q2	$31.6K	Hold	439	–	–	﹤0.01%	1594
2024 Q1	$32K	Sell	439 -18	-4%	-$1.23K	﹤0.01%	1502
2023 Q4	$30.7K	Hold	457	–	–	﹤0.01%	1402
2023 Q3	$27.3K	Hold	457	–	–	﹤0.01%	1350
2023 Q2	$28.9K	Buy	457 +1	+0.2%	+$60	﹤0.01%	1339
2023 Q1	$27.6K	Buy	456 +2	+0.4%	+$123	﹤0.01%	1290
2022 Q4	$26.6K	Buy	454 +2	+0.4%	+$117	﹤0.01%	1238
2022 Q3	$24K	Buy	452 +3	+0.7%	+$179	﹤0.01%	1218
2022 Q2	$25K	Buy	449 +1	+0.2%	+$62	﹤0.01%	1146
2022 Q1	$30K	Buy	448 +2	+0.4%	+$133	﹤0.01%	1076
2021 Q4	$32K	Buy	446 +1	+0.2%	+$70	﹤0.01%	961
2021 Q3	$30K	Buy	+445	New	+$30.2K	﹤0.01%	912

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

Allworth Financial's IMCB Position: Q2 2026 in Review

Allworth Financial held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 439 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

Allworth 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.

Allworth Financial held 439 shares of iShares Morningstar Mid-Cap ETF worth $42.4K as of Q2 2026.
Allworth Financial left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2630 holding.
Allworth 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 Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.