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 Q2	$23.5M	Buy	243,185 +21,037	+9%	+$1.92M	0.16%	115
2026 Q1	$18.5M	Buy	222,148 +105,191	+90%	+$9.01M	0.15%	128
2025 Q4	$9.68M	Buy	116,957 +3,723	+3%	+$308K	0.07%	217
2025 Q3	$9.4M	Buy	113,234 +4,743	+4%	+$387K	0.07%	219
2025 Q2	$8.64M	Buy	108,491 +2,958	+3%	+$222K	0.07%	213
2025 Q1	$7.82M	Buy	105,533 +2,191	+2%	+$169K	0.08%	209
2024 Q4	$7.87M	Buy	103,342 +3,024	+3%	+$237K	0.08%	208
2024 Q3	$7.63M	Buy	+100,318	New	+$7.28M	0.11%	167

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aptus Capital Advisors's IMCB Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 9.5% in Q2 2026, buying an estimated $1.92M and bringing the position to 243,185 shares worth $23.5M. The position accounts for 0.16% of the portfolio, ranked #115.

Aptus Capital Advisors first reported a position in IMCB in Q3 2024 and has held it in 8 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Aptus Capital Advisors held 243,185 shares of iShares Morningstar Mid-Cap ETF worth $23.5M as of Q2 2026.
Aptus Capital Advisors bought 21,037 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.92M.
iShares Morningstar Mid-Cap ETF made up 0.16% of Aptus Capital Advisors's portfolio in Q2 2026, its #115 holding.
Aptus Capital Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.