Boyd Watterson Asset Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Boyd Watterson Asset 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 Q2	$17.8K	Hold	184	–	–	﹤0.01%	252
2026 Q1	$15.4K	Hold	184	–	–	﹤0.01%	264
2025 Q4	$15.2K	Hold	184	–	–	﹤0.01%	264
2025 Q3	$15.3K	Hold	184	–	–	﹤0.01%	262
2025 Q2	$14.7K	Hold	184	–	–	﹤0.01%	269
2025 Q1	$13.6K	Hold	184	–	–	﹤0.01%	283
2024 Q4	$14K	Hold	184	–	–	﹤0.01%	285
2024 Q3	$14K	Hold	184	–	–	﹤0.01%	285
2024 Q2	$12.9K	Hold	184	–	–	﹤0.01%	289
2024 Q1	$13.4K	Hold	184	–	–	﹤0.01%	288
2023 Q4	$12.4K	Hold	184	–	–	﹤0.01%	292
2023 Q3	$11K	Hold	184	–	–	﹤0.01%	296
2023 Q2	$11.6K	Hold	184	–	–	﹤0.01%	298
2023 Q1	$11.2K	Hold	184	–	–	﹤0.01%	303
2022 Q4	$10.8K	Buy	+184	New	+$10.8K	﹤0.01%	306

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

Boyd Watterson Asset Management's IMCB Position: Q2 2026 in Review

Boyd Watterson Asset Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 184 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Boyd Watterson Asset Management first reported a position in IMCB in Q4 2022 and has held it in 15 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Boyd Watterson Asset Management held 184 shares of iShares Morningstar Mid-Cap ETF worth $17.8K as of Q2 2026.
Boyd Watterson Asset Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #252 holding.
Boyd Watterson Asset Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.