AAS
IMCB icon

Ameritas Advisory Services’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-595
Closed -$49.4K – 1513
2025
Q3 		$49.4K Buy
595
+225
+61% +$18.4K ﹤0.01% 1091
2025
Q2 		$29.5K Buy
+370
New +$27.7K ﹤0.01% 1562
2023
Q2 		– Sell
-412
Closed -$24.9K – 1526
2023
Q1 		$24.9K Buy
+412
New +$25.3K ﹤0.01% 1541

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Ameritas Advisory Services's IMCB Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2025, closing a stake of 595 shares — an estimated $49.4K sold.

Ameritas Advisory Services first reported a position in IMCB in Q1 2023 and held it in 3 quarters. The position peaked at $49.4K in Q3 2025. 202 funds tracked by Wall St. Rank hold IMCB as of Q4 2025.

  • Ameritas Advisory Services reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 595 iShares Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $49.4K.
  • Ameritas Advisory Services first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's iShares Morningstar Mid-Cap ETF position peaked at $49.4K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.