BWM
IMCB icon

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

Bullock 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
Q2 		– Sell
-65
Closed -$5.46K – 617
2026
Q1 		$5.46K Buy
+65
New +$5.57K ﹤0.01% 495

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
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

Bullock Wealth Management's IMCB Position: Q2 2026 in Review

Bullock Wealth Management sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026, closing a stake of 65 shares — an estimated $5.46K sold.

Bullock Wealth Management first reported a position in IMCB in Q1 2026 and held it in 1 quarter. The position peaked at $5.46K in Q1 2026. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Bullock Wealth Management reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 65 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $5.46K.
  • Bullock Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Bullock Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $5.46K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.