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

Capital Square’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	$225K	Buy	+2,312	New	+$211K	0.1%	209

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 $617M AUM 18% 1-Year Est. Return

CFD

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

Capital Square's IMCB Position: Q2 2026 in Review

Capital Square opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 2,312 shares worth $225K. The stake represents 0.1% of the portfolio and ranks #209 among its holdings.

200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Capital Square held 2,312 shares of iShares Morningstar Mid-Cap ETF worth $225K as of Q2 2026.
iShares Morningstar Mid-Cap ETF was a new Capital Square position in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.1% of Capital Square's portfolio in Q2 2026, its #209 holding.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.