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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
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
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

Ashton Thomas Securities's IMCB Position: Q1 2026 in Review

Ashton Thomas Securities opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2026: 4,520 shares worth $377K. The stake represents 0.05% of the portfolio and ranks #275 among its holdings. This is a return to the name: Ashton Thomas Securities previously reported a position in IMCB as recently as Q3 2025.

Ashton Thomas Securities first reported a position in IMCB in Q2 2024 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Ashton Thomas Securities held 4,520 shares of iShares Morningstar Mid-Cap ETF worth $377K as of Q1 2026.
  • iShares Morningstar Mid-Cap ETF was a new Ashton Thomas Securities position in Q1 2026.
  • iShares Morningstar Mid-Cap ETF made up 0.05% of Ashton Thomas Securities's portfolio in Q1 2026, its #275 holding.
  • Ashton Thomas Securities first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2024 and has held it in 4 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Ashton Thomas Securities's 13F filing for Q1 2026, filed 18 May 2026.