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Beaird Harris Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Beaird Harris Wealth Management’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
-984
Closed -$81.4K – 707
2025
Q4 		$81.4K Buy
+984
New +$81.3K 0.01% 213

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Beaird Harris Wealth Management's IMCB Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2026, closing a stake of 984 shares — an estimated $81.4K sold.

Beaird Harris Wealth Management first reported a position in IMCB in Q4 2025 and held it in 1 quarter. The position peaked at $81.4K in Q4 2025. 193 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Beaird Harris Wealth Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 984 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $81.4K.
  • Beaird Harris Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Beaird Harris Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $81.4K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.