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

Ashton Thomas Securities’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	–	Sell	-4,520	Closed	-$377K	–	441
2026 Q1	$377K	Buy	+4,520	New	+$387K	0.05%	275
2025 Q4	–	Sell	-3,620	Closed	-$301K	–	363
2025 Q3	$301K	Buy	+3,620	New	+$295K	0.04%	267
2024 Q4	–	Sell	-3,620	Closed	-$275K	–	722
2024 Q3	$275K	Hold	3,620	–	–	0.05%	232
2024 Q2	$253K	Buy	+3,620	New	+$255K	0.06%	207

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

Ashton Thomas Securities's IMCB Position: Q2 2026 in Review

Ashton Thomas Securities sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026, closing a stake of 4,520 shares — an estimated $377K sold.

Ashton Thomas Securities first reported a position in IMCB in Q2 2024 and held it in 4 quarters. The position peaked at $377K in Q1 2026. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Ashton Thomas Securities reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Ashton Thomas Securities sold 4,520 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $377K.
Ashton Thomas Securities first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2024 and held it in 4 quarters.
Ashton Thomas Securities's iShares Morningstar Mid-Cap ETF position peaked at $377K in Q1 2026.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.