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Arete Wealth Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Arete Wealth 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
2025
Q4 		– Sell
-2,699
Closed -$224K – 795
2025
Q3 		$224K Sell
2,699
-8
-0.3% -$653 0.01% 695
2025
Q2 		$216K Buy
2,707
+3
+0.1% +$225 0.02% 676
2025
Q1 		$200K Buy
2,704
+4
+0.1% +$308 0.02% 671
2024
Q4 		$206K Sell
2,700
-52
-2% -$4.07K 0.01% 694
2024
Q3 		$208K Buy
+2,752
New +$200K 0.02% 643

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Arete Wealth Advisors's IMCB Position: Q4 2025 in Review

Arete Wealth Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2025, closing a stake of 2,699 shares — an estimated $224K sold.

Arete Wealth Advisors first reported a position in IMCB in Q3 2024 and held it in 5 quarters. The position peaked at $224K in Q3 2025. 202 funds tracked by Wall St. Rank hold IMCB as of Q4 2025.

  • Arete Wealth Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,699 iShares Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $224K.
  • Arete Wealth Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2024 and held it in 5 quarters.
  • Arete Wealth Advisors's iShares Morningstar Mid-Cap ETF position peaked at $224K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.