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

Aptus Capital Advisors’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 		$18.5M Buy
222,148
+105,191
+90% +$9.01M 0.16% 128
2025
Q4 		$9.68M Buy
116,957
+3,723
+3% +$308K 0.08% 217
2025
Q3 		$9.4M Buy
113,234
+4,743
+4% +$387K 0.09% 219
2025
Q2 		$8.64M Buy
108,491
+2,958
+3% +$222K 0.09% 213
2025
Q1 		$7.82M Buy
105,533
+2,191
+2% +$169K 0.09% 209
2024
Q4 		$7.87M Buy
103,342
+3,024
+3% +$237K 0.09% 208
2024
Q3 		$7.63M Buy
+100,318
New +$7.28M 0.12% 167

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
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $376B 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
SFG
Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return