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Ashton Thomas Private Wealth’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Ashton Thomas Private Wealth’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 		$50.2K Hold
520
– – ﹤0.01% 1361
2026
Q1 		$43.4K Buy
+520
New +$44.5K ﹤0.01% 1283

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
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

Ashton Thomas Private Wealth's IMCB Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 520 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Ashton Thomas Private Wealth first reported a position in IMCB in Q1 2026 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Ashton Thomas Private Wealth held 520 shares of iShares Morningstar Mid-Cap ETF worth $50.2K as of Q2 2026.
  • Ashton Thomas Private Wealth left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1361 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.