Apollon Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Apollon Wealth Management’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	$9.6M	Buy	101,519 +93,791	+1,214%	+$9.17M	0.11%	169
2026 Q2	$746K	Hold	7,728	–	–	0.01%	843
2026 Q1	$645K	Hold	7,728	–	–	0.01%	763
2025 Q4	$639K	Sell	7,728 -2,180	-22%	-$180K	0.01%	739
2025 Q3	$823K	Sell	9,908 -930	-9%	-$75.9K	0.01%	644
2025 Q2	$863K	Hold	10,838	–	–	0.02%	595
2025 Q1	$803K	Hold	10,838	–	–	0.02%	577
2024 Q4	$825K	Hold	10,838	–	–	0.02%	581
2024 Q3	$824K	Hold	10,838	–	–	0.02%	546
2024 Q2	$760K	Hold	10,838	–	–	0.02%	550
2024 Q1	$789K	Hold	10,838	–	–	0.02%	539
2023 Q4	$728K	Sell	10,838 -8,720	-45%	-$536K	0.03%	555
2023 Q3	$1.17M	Hold	19,558	–	–	0.06%	320
2023 Q2	$1.24M	Sell	19,558 -830	-4%	-$50K	0.06%	337
2023 Q1	$1.24M	Hold	20,388	–	–	0.08%	274
2022 Q4	$1.2M	Hold	20,388	–	–	0.08%	250
2022 Q3	$1.1M	Sell	20,388 -800	-4%	-$47.8K	0.09%	227
2022 Q2	$1.19M	Hold	21,188	–	–	0.1%	226
2022 Q1	$1.43M	Sell	21,188 -1,920	-8%	-$128K	0.1%	206
2021 Q4	$1.64M	Buy	+23,108	New	+$1.62M	0.12%	186

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 $3.12B AUM 22.73% 1-Year Est. Return

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

Rede Wealth Charlottesville, Virginia $304M AUM 9.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Apollon Wealth Management's IMCB Position: Q3 2026 in Review

Apollon Wealth Management increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1,214% in Q3 2026, buying an estimated $9.17M and bringing the position to 101,519 shares worth $9.6M. The position accounts for 0.11% of the portfolio, ranked #169.

Apollon Wealth Management first reported a position in IMCB in Q4 2021 and has held it in 20 quarters since. 50 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

Apollon Wealth Management held 101,519 shares of iShares Morningstar Mid-Cap ETF worth $9.6M as of Q3 2026.
Apollon Wealth Management bought 93,791 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $9.17M.
iShares Morningstar Mid-Cap ETF made up 0.11% of Apollon Wealth Management's portfolio in Q3 2026, its #169 holding.
Apollon Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
50 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.