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 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Apollon Wealth Management's IMCB Position: Q1 2026 in Review

Apollon Wealth Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q1 2026 at 7,728 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #763.

Apollon Wealth Management first reported a position in IMCB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.64M in Q4 2021. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Apollon Wealth Management held 7,728 shares of iShares Morningstar Mid-Cap ETF worth $645K as of Q1 2026.
Apollon Wealth Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #763 holding.
Apollon Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Apollon Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $1.64M in Q4 2021.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.