Apella Capital’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Apella Capital’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 Q3	$1.11M	Hold	11,532	–	–	0.01%	383
2026 Q2	$1.12M	Hold	11,532	–	–	0.02%	352
2026 Q1	$1.03M	Hold	11,532	–	–	0.02%	360
2025 Q4	$954K	Hold	11,532	–	–	0.02%	282
2025 Q3	$942K	Hold	11,532	–	–	0.02%	260
2025 Q2	$928K	Hold	11,532	–	–	0.03%	227
2025 Q1	$816K	Hold	11,532	–	–	0.03%	212
2024 Q4	$878K	Hold	11,532	–	–	0.03%	171
2024 Q3	$871K	Hold	11,532	–	–	0.04%	158
2024 Q2	$805K	Hold	11,532	–	–	0.04%	165
2024 Q1	$831K	Hold	11,532	–	–	0.04%	153
2023 Q4	$757K	Hold	11,532	–	–	0.04%	153
2023 Q3	$689K	Hold	11,532	–	–	0.05%	144
2023 Q2	$730K	Buy	+11,532	New	+$694K	0.05%	143
2022 Q4	$677K	Hold	11,532	–	–	0.06%	135
2022 Q3	$621K	Hold	11,532	–	–	0.07%	119
2022 Q2	$650K	Hold	11,532	–	–	0.08%	119
2022 Q1	$776K	Hold	11,532	–	–	0.11%	102
2021 Q4	$820K	Hold	11,532	–	–	0.1%	99
2021 Q3	$767K	Hold	11,532	–	–	0.11%	102
2021 Q2	$773K	Hold	11,532	–	–	0.13%	110
2021 Q1	$725K	Hold	11,532	–	–	0.23%	73
2020 Q4	$675K	Hold	11,532	–	–	0.24%	70
2020 Q3	$578K	Hold	11,532	–	–	0.23%	72
2020 Q2	$532K	Buy	+11,532	New	+$502K	0.25%	73

Other funds holding IMCB

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Apella Capital's IMCB Position: Q3 2026 in Review

Apella Capital held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2026 at 11,532 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #383.

Apella Capital first reported a position in IMCB in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.12M in Q2 2026. 37 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

Apella Capital held 11,532 shares of iShares Morningstar Mid-Cap ETF worth $1.11M as of Q3 2026.
Apella Capital left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #383 holding.
Apella Capital first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
Apella Capital's iShares Morningstar Mid-Cap ETF position peaked at $1.12M in Q2 2026.
37 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.