BWS
IMCB icon

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

Buck Wealth Strategies’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 		$772 Buy
+8
New +$731 ﹤0.01% 961

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NWA
Northwest Wealth Advisors Bellingham, Washington $174M AUM
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Buck Wealth Strategies's IMCB Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 8 shares worth $772. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings.

126 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Buck Wealth Strategies held 8 shares of iShares Morningstar Mid-Cap ETF worth $772 as of Q2 2026.
  • iShares Morningstar Mid-Cap ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #961 holding.
  • 126 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.