Bedel Financial Consulting’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Bedel Financial Consulting’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	$6.15M	Buy	63,707 +4,062	+7%	+$371K	0.58%	26
2026 Q1	$4.98M	Buy	59,645 +5,910	+11%	+$506K	0.56%	26
2025 Q4	$4.45M	Buy	53,735 +3,433	+7%	+$284K	0.48%	29
2025 Q3	$4.18M	Buy	50,302 +2,790	+6%	+$228K	0.53%	28
2025 Q2	$3.78M	Buy	47,512 +1,031	+2%	+$77.2K	0.52%	24
2025 Q1	$3.43M	Buy	46,481 +6,271	+16%	+$483K	0.49%	26
2024 Q4	$3.2M	Buy	40,210 +8,617	+27%	+$674K	0.44%	29
2024 Q3	$2.4M	Buy	31,593 +4,893	+18%	+$355K	0.34%	37
2024 Q2	$1.87M	Buy	26,700 +3,386	+15%	+$239K	0.27%	43
2024 Q1	$1.7M	Buy	23,314 +2,080	+10%	+$143K	0.27%	47
2023 Q4	$1.43M	Buy	21,234 +4,004	+23%	+$246K	0.26%	52
2023 Q3	$1.03M	Buy	17,230 +5,827	+51%	+$367K	0.21%	64
2023 Q2	$722K	Buy	11,403 +7,507	+193%	+$452K	0.15%	83
2023 Q1	$236K	Buy	+3,896	New	+$239K	0.06%	195
2022 Q2	–	Sell	-19	Closed	-$1K	–	510
2022 Q1	$1K	Buy	+19	New	+$1.26K	﹤0.01%	923

Other funds holding IMCB

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

SCM

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NWA

Northwest Wealth Advisors Bellingham, Washington $174M AUM

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bedel Financial Consulting's IMCB Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 6.8% in Q2 2026, buying an estimated $371K and bringing the position to 63,707 shares worth $6.15M. The position accounts for 0.58% of the portfolio, ranked #26.

Bedel Financial Consulting first reported a position in IMCB in Q1 2022 and has held it in 15 quarters since. 82 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Bedel Financial Consulting held 63,707 shares of iShares Morningstar Mid-Cap ETF worth $6.15M as of Q2 2026.
Bedel Financial Consulting bought 4,062 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $371K.
iShares Morningstar Mid-Cap ETF made up 0.58% of Bedel Financial Consulting's portfolio in Q2 2026, its #26 holding.
Bedel Financial Consulting first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2022 and has held it in 15 quarters since.
82 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.