Capital Planning Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Capital Planning 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 Q1	$785K	Buy	9,414 +877	+10%	+$75.1K	0.11%	91
2025 Q4	$706K	Buy	8,537 +522	+7%	+$43.1K	0.09%	102
2025 Q3	$666K	Buy	8,015 +52	+0.7%	+$4.24K	0.09%	99
2025 Q2	$634K	Buy	7,963 +470	+6%	+$35.2K	0.09%	88
2025 Q1	$555K	Buy	7,493 +487	+7%	+$37.5K	0.09%	95
2024 Q4	$534K	Buy	7,006 +1,143	+19%	+$89.4K	0.08%	98
2024 Q3	$446K	Buy	5,863 +737	+14%	+$53.5K	0.07%	104
2024 Q2	$359K	Buy	5,126 +1,593	+45%	+$112K	0.06%	109
2024 Q1	$257K	Buy	+3,533	New	+$242K	0.05%	127

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 Planning Advisors's IMCB Position: Q1 2026 in Review

Capital Planning Advisors increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 10% in Q1 2026, buying an estimated $75.1K and bringing the position to 9,414 shares worth $785K. The position accounts for 0.11% of the portfolio, ranked #91.

Capital Planning Advisors first reported a position in IMCB in Q1 2024 and has held it in 9 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Capital Planning Advisors held 9,414 shares of iShares Morningstar Mid-Cap ETF worth $785K as of Q1 2026.
Capital Planning Advisors bought 877 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $75.1K.
iShares Morningstar Mid-Cap ETF made up 0.11% of Capital Planning Advisors's portfolio in Q1 2026, its #91 holding.
Capital Planning Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

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