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

Basepoint 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	$47.3K	Buy	490 +1	+0.2%	+$91	0.03%	227
2026 Q1	$40.8K	Buy	489 +2	+0.4%	+$171	0.02%	235
2025 Q4	$40.3K	Buy	+487	New	+$40.2K	0.02%	224

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

Basepoint Wealth's IMCB Position: Q2 2026 in Review

Basepoint Wealth increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.2% in Q2 2026, buying an estimated $91 and bringing the position to 490 shares worth $47.3K. The position accounts for 0.03% of the portfolio, ranked #227.

Basepoint Wealth first reported a position in IMCB in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Basepoint Wealth held 490 shares of iShares Morningstar Mid-Cap ETF worth $47.3K as of Q2 2026.
Basepoint Wealth bought 1 iShares Morningstar Mid-Cap ETF share in Q2 2026, an estimated $91.
iShares Morningstar Mid-Cap ETF made up 0.03% of Basepoint Wealth's portfolio in Q2 2026, its #227 holding.
Basepoint Wealth first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.