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 Q2	$23.4M	Buy	242,800 +2,037	+0.8%	+$186K	0.02%	674
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 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers's IMCB Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.85% in Q2 2026, buying an estimated $186K and bringing the position to 242,800 shares worth $23.4M. The position accounts for 0.02% of the portfolio, ranked #674.

Cetera Investment Advisers first reported a position in IMCB in Q1 2018 and has held it in 30 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Cetera Investment Advisers held 242,800 shares of iShares Morningstar Mid-Cap ETF worth $23.4M as of Q2 2026.
Cetera Investment Advisers bought 2,037 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $186K.
iShares Morningstar Mid-Cap ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #674 holding.
Cetera Investment Advisers first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2018 and has held it in 30 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.