COMPASS FINANCIAL MANAGEMENT LLC’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$52.4K	Buy	+543	New	+$49.6K	0.01%	681

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IMCB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 543 shares worth $52.4K. The stake represents 0.01% of the portfolio and ranks #681 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 543 shares of iShares Morningstar Mid-Cap ETF worth $52.4K as of Q2 2026.
iShares Morningstar Mid-Cap ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #681 holding.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.