Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Cetera Investment Advisers’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 		$20.1M Buy
240,763
+3,280
+1% +$281K 0.02% 677
2025
Q4 		$19.6M Sell
237,483
-42,878
-15% -$3.54M 0.02% 678
2025
Q3 		$23.3M Buy
280,361
+98,433
+54% +$8.03M 0.03% 583
2025
Q2 		$14.5M Buy
181,928
+1,612
+0.9% +$121K 0.02% 644
2025
Q1 		$13.4M Sell
180,316
-3,927
-2% -$303K 0.03% 625
2024
Q4 		$14M Buy
184,243
+12,169
+7% +$952K 0.03% 552
2024
Q3 		$13.1M Buy
172,074
+6,173
+4% +$448K 0.03% 590
2024
Q2 		$11.6M Sell
165,901
-947
-0.6% -$66.7K 0.03% 607
2024
Q1 		$12.2M Buy
166,848
+138,987
+499% +$9.52M 0.03% 597
2023
Q4 		$1.87M Sell
27,861
-4,859
-15% -$298K 0.02% 827
2023
Q3 		$1.95M Buy
32,720
+199
+0.6% +$12.5K 0.02% 762
2023
Q2 		$2.06M Buy
32,521
+852
+3% +$51.3K 0.02% 755
2023
Q1 		$1.92M Sell
31,669
-1,329
-4% -$81.6K 0.02% 744
2022
Q4 		$1.94M Buy
32,998
+4,569
+16% +$267K 0.02% 725
2022
Q3 		$1.53M Buy
28,429
+2,164
+8% +$129K 0.03% 549
2022
Q2 		$1.48M Buy
26,265
+3,422
+15% +$211K 0.02% 632
2022
Q1 		$1.54M Buy
22,843
+2,591
+13% +$172K 0.02% 655
2021
Q4 		$1.44M Buy
20,252
+618
+3% +$43.3K 0.02% 668
2021
Q3 		$1.31M Buy
19,634
+1,032
+6% +$70K 0.02% 679
2021
Q2 		$1.25M Sell
18,602
-110
-0.6% -$7.23K 0.02% 689
2021
Q1 		$1.18M Sell
18,712
-976
-5% -$59.6K 0.02% 603
2020
Q4 		$1.15M Buy
+19,688
New +$1.08M 0.02% 613
2020
Q1 		– Sell
-4,264
Closed -$226K – 586
2019
Q4 		$226K Sell
4,264
-148
-3% -$7.51K 0.02% 520
2019
Q3 		$219K Sell
4,412
-212
-5% -$10.3K 0.03% 488
2019
Q2 		$225K Hold
4,624
– – 0.03% 458
2019
Q1 		$217K Buy
+4,624
New +$209K 0.03% 442
2018
Q4 		– Sell
-4,768
Closed -$224K – 483
2018
Q3 		$224K Hold
4,768
– – 0.03% 431
2018
Q2 		$216K Buy
4,768
+132
+3% +$6.05K 0.04% 386
2018
Q1 		$209K Buy
+4,636
New +$216K 0.04% 364

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers's IMCB Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.4% in Q1 2026, buying an estimated $281K and bringing the position to 240,763 shares worth $20.1M. The position accounts for 0.02% of the portfolio, ranked #677.

Cetera Investment Advisers first reported a position in IMCB in Q1 2018 and has held it in 29 quarters since. The position peaked at $23.3M in Q3 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Cetera Investment Advisers held 240,763 shares of iShares Morningstar Mid-Cap ETF worth $20.1M as of Q1 2026.
  • Cetera Investment Advisers bought 3,280 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $281K.
  • iShares Morningstar Mid-Cap ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #677 holding.
  • Cetera Investment Advisers first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2018 and has held it in 29 quarters since.
  • Cetera Investment Advisers's iShares Morningstar Mid-Cap ETF position peaked at $23.3M in Q3 2025.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.