Cerity Partners
IMCB icon

Cerity Partners’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Cerity Partners’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 		$2.29M Sell
23,765
-1,214
-5% -$111K ﹤0.01% 1515
2026
Q1 		$2.08M Buy
24,979
+4,000
+19% +$343K ﹤0.01% 1465
2025
Q4 		$1.74M Buy
20,979
+48
+0.2% +$3.96K ﹤0.01% 1432
2025
Q3 		$1.74M Buy
20,931
+42
+0.2% +$3.43K ﹤0.01% 1355
2025
Q2 		$1.66M Buy
20,889
+37
+0.2% +$2.77K ﹤0.01% 1294
2025
Q1 		$1.54M Sell
20,852
-784
-4% -$60.4K ﹤0.01% 1236
2024
Q4 		$1.65M Buy
21,636
+47
+0.2% +$3.68K ﹤0.01% 1191
2024
Q3 		$1.64M Sell
21,589
-1,354
-6% -$98.3K ﹤0.01% 1181
2024
Q2 		$1.61M Buy
22,943
+36
+0.2% +$2.54K ﹤0.01% 1012
2024
Q1 		$1.67M Buy
22,907
+37
+0.2% +$2.54K ﹤0.01% 1057
2023
Q4 		$1.54M Buy
+22,870
New +$1.4M 0.01% 850
2023
Q3 		– Sell
-22,762
Closed -$1.44M – 1544
2023
Q2 		$1.44M Buy
22,762
+1,433
+7% +$86.3K 0.01% 815
2023
Q1 		$1.29M Buy
21,329
+44
+0.2% +$2.7K ﹤0.01% 873
2022
Q4 		$1.25M Buy
21,285
+119
+0.6% +$6.96K 0.01% 640
2022
Q3 		$1.14M Hold
21,166
– – 0.01% 484
2022
Q2 		$1.19M Hold
21,166
– – 0.01% 515
2022
Q1 		$1.42M Hold
21,166
– – 0.02% 382
2021
Q4 		$1.5M Buy
+21,166
New +$1.48M 0.02% 364

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
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

Cerity Partners's IMCB Position: Q2 2026 in Review

Cerity Partners reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 4.9% in Q2 2026, selling an estimated $111K and leaving 23,765 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Cerity Partners first reported a position in IMCB in Q4 2021 and has held it in 18 quarters since. 193 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Cerity Partners held 23,765 shares of iShares Morningstar Mid-Cap ETF worth $2.29M as of Q2 2026.
  • Cerity Partners sold 1,214 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $111K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1515 holding.
  • Cerity Partners first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.