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Archer Investment Corporation’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Archer Investment Corporation’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 		$73.8K Sell
885
-92
-9% -$7.88K 0.02% 462
2025
Q4 		$80.8K Sell
977
-152
-13% -$12.6K 0.02% 403
2025
Q3 		$93.8K Buy
1,129
+30
+3% +$2.45K 0.02% 385
2025
Q2 		$87.5K Buy
1,099
+778
+242% +$58.3K 0.02% 400
2025
Q1 		$23.8K Hold
321
– – 0.01% 558
2024
Q4 		$24.4K Hold
321
– – 0.01% 547
2024
Q3 		$24.4K Hold
321
– – 0.01% 544
2024
Q2 		$22.5K Buy
321
+77
+32% +$5.43K 0.01% 530
2024
Q1 		$17.8K Hold
244
– – 0.01% 558
2023
Q4 		$16.4K Hold
244
– – 0.01% 563
2023
Q3 		$14.6K Hold
244
– – 0.01% 561
2023
Q2 		$15.4K Hold
244
– – 0.01% 552
2023
Q1 		$14.8K Hold
244
– – 0.01% 522
2022
Q4 		$14.3K Hold
244
– – 0.01% 507
2022
Q3 		$13.1K Hold
244
– – 0.01% 502
2022
Q2 		$13.7K Hold
244
– – 0.01% 502
2022
Q1 		$16.1K Hold
244
– – 0.01% 502
2021
Q4 		$17.3K Hold
244
– – 0.01% 500
2021
Q3 		$16.2K Buy
+244
New +$16.6K 0.01% 487
2021
Q2 		– Sell
-244
Closed -$15.3K – 613
2021
Q1 		$15.3K Hold
244
– – 0.01% 499
2020
Q4 		$14.3K Hold
244
– – 0.01% 464
2020
Q3 		$12.2K Sell
244
-600
-71% -$29.7K 0.01% 423
2020
Q2 		$38.9K Hold
844
– – 0.02% 268
2020
Q1 		$32K Hold
844
– – 0.02% 275
2019
Q4 		$44K Buy
+844
New +$42.8K 0.02% 274

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 $666B 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 $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
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

Archer Investment Corporation's IMCB Position: Q1 2026 in Review

Archer Investment Corporation reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 9.4% in Q1 2026, selling an estimated $7.88K and leaving 885 shares worth $73.8K. The position accounts for 0.02% of the portfolio, ranked #462.

Archer Investment Corporation first reported a position in IMCB in Q4 2019 and has held it in 25 quarters since. The position peaked at $93.8K in Q3 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Archer Investment Corporation held 885 shares of iShares Morningstar Mid-Cap ETF worth $73.8K as of Q1 2026.
  • Archer Investment Corporation sold 92 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $7.88K.
  • iShares Morningstar Mid-Cap ETF made up 0.02% of Archer Investment Corporation's portfolio in Q1 2026, its #462 holding.
  • Archer Investment Corporation first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Archer Investment Corporation's iShares Morningstar Mid-Cap ETF position peaked at $93.8K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.