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

Avion 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	$62K	Hold	643	–	–	0.01%	219
2026 Q1	$53K	Hold	643	–	–	0.01%	203
2025 Q4	$53K	Hold	643	–	–	0.01%	199
2025 Q3	$53K	Hold	643	–	–	0.01%	211
2025 Q2	$51K	Hold	643	–	–	0.01%	201
2025 Q1	$48K	Hold	643	–	–	0.01%	192
2024 Q4	$48K	Hold	643	–	–	0.01%	192
2024 Q3	$48K	Hold	643	–	–	0.01%	172
2024 Q2	$45K	Buy	+643	New	+$45.3K	0.01%	166

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

Avion Wealth's IMCB Position: Q2 2026 in Review

Avion Wealth held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 643 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #219.

Avion Wealth first reported a position in IMCB in Q2 2024 and has held it in 9 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Avion Wealth held 643 shares of iShares Morningstar Mid-Cap ETF worth $62K as of Q2 2026.
Avion Wealth left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #219 holding.
Avion Wealth first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.