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

Capital Investment Advisory Services’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	$63.1K	Buy	653 +155	+31%	+$14.2K	﹤0.01%	898
2026 Q1	$41.5K	Hold	498	–	–	﹤0.01%	892
2025 Q4	$41.2K	Buy	498 +166	+50%	+$13.7K	﹤0.01%	855
2025 Q3	$27.6K	Buy	332 +236	+246%	+$19.3K	﹤0.01%	865
2025 Q2	$7.65K	Buy	+96	New	+$7.19K	﹤0.01%	959

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Capital Investment Advisory Services's IMCB Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 31% in Q2 2026, buying an estimated $14.2K and bringing the position to 653 shares worth $63.1K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Capital Investment Advisory Services first reported a position in IMCB in Q2 2025 and has held it in 5 quarters since. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Capital Investment Advisory Services held 653 shares of iShares Morningstar Mid-Cap ETF worth $63.1K as of Q2 2026.
Capital Investment Advisory Services bought 155 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $14.2K.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #898 holding.
Capital Investment Advisory Services first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.