Capital Analysts LLC’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Capital Analysts LLC’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	$41K	Buy	485 +1	+0.2%	+$86	﹤0.01%	977
2025 Q4	$40K	Sell	484 -10	-2%	-$826	﹤0.01%	960
2025 Q3	$41K	Buy	494 +285	+136%	+$23.2K	﹤0.01%	926
2025 Q2	$17K	Hold	209	–	–	﹤0.01%	1051
2025 Q1	$15K	Buy	209 +1	+0.5%	+$77	﹤0.01%	1053
2024 Q4	$16K	Hold	208	–	–	﹤0.01%	981
2024 Q3	$16K	Hold	208	–	–	﹤0.01%	940
2024 Q2	$15K	Hold	208	–	–	﹤0.01%	899
2024 Q1	$15K	Hold	208	–	–	﹤0.01%	868
2023 Q4	$14K	Hold	208	–	–	﹤0.01%	860
2023 Q3	$12K	Hold	208	–	–	﹤0.01%	855
2023 Q2	$13K	Hold	208	–	–	﹤0.01%	786
2023 Q1	$13K	Hold	208	–	–	﹤0.01%	782
2022 Q4	$12K	Hold	208	–	–	﹤0.01%	827
2022 Q3	$11K	Buy	+208	New	+$12.4K	﹤0.01%	789

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Capital Analysts LLC's IMCB Position: Q1 2026 in Review

Capital Analysts LLC increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.21% in Q1 2026, buying an estimated $86 and bringing the position to 485 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Capital Analysts LLC first reported a position in IMCB in Q3 2022 and has held it in 15 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Capital Analysts LLC held 485 shares of iShares Morningstar Mid-Cap ETF worth $41K as of Q1 2026.
Capital Analysts LLC bought 1 iShares Morningstar Mid-Cap ETF share in Q1 2026, an estimated $86.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #977 holding.
Capital Analysts LLC first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2022 and has held it in 15 quarters since.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.