Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Cambridge Investment Research Advisors’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 		$9.8M Buy
101,462
+5,957
+6% +$544K 0.02% 689
2026
Q1 		$7.97M Buy
95,505
+12,113
+15% +$1.04M 0.02% 709
2025
Q4 		$6.9M Sell
83,392
-4,471
-5% -$369K 0.02% 756
2025
Q3 		$7.3M Buy
87,863
+4,325
+5% +$353K 0.02% 711
2025
Q2 		$6.66M Buy
83,538
+3,833
+5% +$287K 0.02% 710
2025
Q1 		$5.91M Buy
79,705
+3,644
+5% +$281K 0.02% 716
2024
Q4 		$5.79M Buy
76,061
+15,352
+25% +$1.2M 0.02% 719
2024
Q3 		$4.62M Sell
60,709
-2,741
-4% -$199K 0.02% 837
2024
Q2 		$4.45M Buy
63,450
+10,464
+20% +$737K 0.02% 817
2024
Q1 		$3.86M Sell
52,986
-447
-0.8% -$30.6K 0.01% 892
2023
Q4 		$3.59M Buy
53,433
+172
+0.3% +$10.6K 0.02% 868
2023
Q3 		$3.18M Buy
53,261
+510
+1% +$32.1K 0.01% 893
2023
Q2 		$3.34M Buy
52,751
+6,546
+14% +$394K 0.02% 869
2023
Q1 		$2.8M Buy
46,205
+6,589
+17% +$404K 0.01% 941
2022
Q4 		$2.32M Buy
39,616
+3,122
+9% +$183K 0.01% 1001
2022
Q3 		$1.97M Sell
36,494
-10,647
-23% -$636K 0.01% 1043
2022
Q2 		$2.66M Sell
47,141
-2,333
-5% -$144K 0.01% 910
2022
Q1 		$3.33M Sell
49,474
-2,034
-4% -$135K 0.02% 857
2021
Q4 		$3.66M Sell
51,508
-2,098
-4% -$147K 0.02% 806
2021
Q3 		$3.57M Sell
53,606
-557
-1% -$37.8K 0.02% 776
2021
Q2 		$3.63M Buy
54,163
+1,783
+3% +$117K 0.02% 777
2021
Q1 		$3.29M Sell
52,380
-864
-2% -$52.8K 0.02% 754
2020
Q4 		$3.12M Buy
53,244
+2,648
+5% +$145K 0.02% 698
2020
Q3 		$2.53M Sell
50,596
-1,368
-3% -$67.6K 0.02% 691
2020
Q2 		$2.4M Buy
51,964
+520
+1% +$22.6K 0.02% 695
2020
Q1 		$1.97M Buy
51,444
+2,748
+6% +$133K 0.02% 672
2019
Q4 		$2.55M Buy
48,696
+6,944
+17% +$352K 0.02% 686
2019
Q3 		$2.06M Sell
41,752
-720
-2% -$35.1K 0.02% 738
2019
Q2 		$2.06M Buy
42,472
+2,524
+6% +$121K 0.02% 697
2019
Q1 		$1.88M Sell
39,948
-4,472
-10% -$202K 0.02% 742
2018
Q4 		$1.79M Sell
44,420
-1,992
-4% -$87.4K 0.02% 676
2018
Q3 		$2.2M Sell
46,412
-5,872
-11% -$279K 0.02% 655
2018
Q2 		$2.4M Sell
52,284
-35,168
-40% -$1.61M 0.03% 588
2018
Q1 		$3.96M Buy
87,452
+44,076
+102% +$2.05M 0.04% 382
2017
Q4 		$2.01M Buy
43,376
+12,752
+42% +$575K 0.02% 590
2017
Q3 		$1.34M Buy
30,624
+1,976
+7% +$84.3K 0.02% 699
2017
Q2 		$1.21M Buy
28,648
+7,748
+37% +$326K 0.02% 712
2017
Q1 		$871K Buy
20,900
+3,416
+20% +$140K 0.01% 791
2016
Q4 		$687K Buy
17,484
+3,656
+26% +$141K 0.01% 856
2016
Q3 		$534K Buy
13,828
+1,396
+11% +$54K 0.01% 1000
2016
Q2 		$464K Sell
12,432
-2,108
-14% -$77.5K 0.01% 963
2016
Q1 		$528K Buy
14,540
+1,548
+12% +$52.6K 0.01% 860
2015
Q4 		$465K Buy
12,992
+564
+5% +$20.5K 0.01% 880
2015
Q3 		$428K Sell
12,428
-11,564
-48% -$426K 0.01% 834
2015
Q2 		$906K Buy
23,992
+380
+2% +$14.6K 0.03% 542
2015
Q1 		$908K Buy
23,612
+1,668
+8% +$62.6K 0.03% 539
2014
Q4 		$809K Buy
21,944
+1,748
+9% +$62.4K 0.03% 565
2014
Q3 		$703K Buy
20,196
+12,148
+151% +$429K 0.02% 650
2014
Q2 		$284K Sell
8,048
-568
-7% -$19.3K 0.01% 1032
2014
Q1 		$291K Buy
8,616
+1,532
+22% +$50.4K 0.01% 976
2013
Q4 		$229K Buy
+7,084
New +$220K 0.01% 1005

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Cambridge Investment Research Advisors's IMCB Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 6.2% in Q2 2026, buying an estimated $544K and bringing the position to 101,462 shares worth $9.8M. The position accounts for 0.02% of the portfolio, ranked #689.

Cambridge Investment Research Advisors first reported a position in IMCB in Q4 2013 and has held it in 51 quarters since. 82 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Cambridge Investment Research Advisors held 101,462 shares of iShares Morningstar Mid-Cap ETF worth $9.8M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 5,957 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $544K.
  • iShares Morningstar Mid-Cap ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #689 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.