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Cape Investment Advisory’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-1,786
Closed -$148K – 678
2025
Q4 		$148K Buy
+1,786
New +$148K 0.05% 242
2025
Q3 		– Sell
-1,786
Closed -$142K – 1002
2025
Q2 		$142K Hold
1,786
– – 0.05% 221
2025
Q1 		$132K Hold
1,786
– – 0.05% 218
2024
Q4 		$136K Sell
1,786
-640
-26% -$50.1K 0.05% 213
2024
Q3 		$184K Hold
2,426
– – 0.07% 174
2024
Q2 		$170K Hold
2,426
– – 0.08% 170
2024
Q1 		$177K Hold
2,426
– – 0.08% 159
2023
Q4 		$163K Sell
2,426
-880
-27% -$54K 0.08% 166
2023
Q3 		$197K Sell
3,306
-212
-6% -$13.4K 0.11% 138
2023
Q2 		$223K Sell
3,518
-28
-0.8% -$1.69K 0.12% 121
2023
Q1 		$215K Buy
+3,546
New +$218K 0.13% 114

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return