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 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

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 $617M AUM 18% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Apella Capital's IMCB Position: Q2 2026 in Review

Apella Capital held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 11,532 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #352.

Apella Capital first reported a position in IMCB in Q2 2020 and has held it in 24 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Apella Capital held 11,532 shares of iShares Morningstar Mid-Cap ETF worth $1.12M as of Q2 2026.
Apella Capital left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #352 holding.
Apella Capital first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.