Bank of Montreal’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Bank of Montreal’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	$41.1K	Hold	426	–	–	﹤0.01%	3453
2026 Q1	$35.5K	Hold	426	–	–	﹤0.01%	3366
2025 Q4	$35.2K	Hold	426	–	–	﹤0.01%	3260
2025 Q3	$35.4K	Buy	+426	New	+$34.8K	﹤0.01%	3194
2025 Q2	–	Sell	-300	Closed	-$22.2K	–	3632
2025 Q1	$22.2K	Hold	300	–	–	﹤0.01%	3199
2024 Q4	$22.8K	Buy	300 +100	+50%	+$7.82K	﹤0.01%	3236
2024 Q3	$15.2K	Hold	200	–	–	﹤0.01%	3615
2024 Q2	$14.1K	Hold	200	–	–	﹤0.01%	3620
2024 Q1	$14.6K	Hold	200	–	–	﹤0.01%	3653
2023 Q4	$13.5K	Sell	200 -10	-5%	-$614	﹤0.01%	3767
2023 Q3	$13.5K	Buy	+210	New	+$13.2K	﹤0.01%	3603
2021 Q4	–	Sell	-1,584	Closed	-$109K	–	3667
2021 Q3	$109K	Buy	+1,584	New	+$107K	﹤0.01%	3435
2013 Q4	–	Sell	-68	Closed	-$2K	–	3815
2013 Q3	$2K	Sell	68 -68	-50%	-$1.99K	﹤0.01%	3671
2013 Q2	$4K	Buy	+136	New	+$3.83K	﹤0.01%	3480

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Bank of Montreal's IMCB Position: Q2 2026 in Review

Bank of Montreal held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 426 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3453.

Bank of Montreal first reported a position in IMCB in Q2 2013 and has held it in 14 quarters since. The position peaked at $109K in Q3 2021. 174 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Bank of Montreal held 426 shares of iShares Morningstar Mid-Cap ETF worth $41.1K as of Q2 2026.
Bank of Montreal left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3453 holding.
Bank of Montreal first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2013 and has held it in 14 quarters since.
Bank of Montreal's iShares Morningstar Mid-Cap ETF position peaked at $109K in Q3 2021.
174 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.