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Atomi Financial Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Atomi Financial Group’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 		– Sell
-6,637
Closed -$549K – 1270
2025
Q4 		$549K Hold
6,637
– – 0.02% 643
2025
Q3 		$551K Buy
+6,637
New +$541K 0.02% 618

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

Atomi Financial Group's IMCB Position: Q1 2026 in Review

Atomi Financial Group sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2026, closing a stake of 6,637 shares — an estimated $549K sold.

Atomi Financial Group first reported a position in IMCB in Q3 2025 and held it in 2 quarters. The position peaked at $551K in Q3 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Atomi Financial Group reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 6,637 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $549K.
  • Atomi Financial Group first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2025 and held it in 2 quarters.
  • Atomi Financial Group's iShares Morningstar Mid-Cap ETF position peaked at $551K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.