Bleakley Financial Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Bleakley Financial Group’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	$1.2M	Sell	12,379 -1,029	-8%	-$94K	0.02%	601
2026 Q1	$1.12M	Sell	13,408 -875	-6%	-$75K	0.02%	501
2025 Q4	$1.18M	Buy	+14,283	New	+$1.18M	0.02%	443

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

Bleakley Financial Group's IMCB Position: Q2 2026 in Review

Bleakley Financial Group reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 7.7% in Q2 2026, selling an estimated $94K and leaving 12,379 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #601.

Bleakley Financial Group 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.

Bleakley Financial Group held 12,379 shares of iShares Morningstar Mid-Cap ETF worth $1.2M as of Q2 2026.
Bleakley Financial Group sold 1,029 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $94K.
iShares Morningstar Mid-Cap ETF made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #601 holding.
Bleakley Financial Group 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 Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.