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

Clearwater Capital Advisors’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	$333K	Hold	3,446	–	–	0.02%	150
2026 Q1	$288K	Hold	3,446	–	–	0.02%	147
2025 Q4	$285K	Hold	3,446	–	–	0.02%	144
2025 Q3	$286K	Hold	3,446	–	–	0.02%	147
2025 Q2	$275K	Hold	3,446	–	–	0.03%	142
2025 Q1	$255K	Hold	3,446	–	–	0.02%	152
2024 Q4	$262K	Sell	3,446 -200	-5%	-$15.6K	0.03%	150
2024 Q3	$277K	Hold	3,646	–	–	0.03%	145
2024 Q2	$256K	Hold	3,646	–	–	0.03%	138
2024 Q1	$266K	Hold	3,646	–	–	0.03%	137
2023 Q4	$245K	Hold	3,646	–	–	0.03%	136
2023 Q3	$218K	Hold	3,646	–	–	0.03%	130
2023 Q2	$231K	Sell	3,646 -250	-6%	-$15.1K	0.03%	134
2023 Q1	$236K	Hold	3,896	–	–	0.03%	132
2022 Q4	$229K	Hold	3,896	–	–	0.03%	140
2022 Q3	$210K	Hold	3,896	–	–	0.03%	146
2022 Q2	$220K	Hold	3,896	–	–	0.03%	135
2022 Q1	$262K	Hold	3,896	–	–	0.03%	142
2021 Q4	$277K	Sell	3,896 -60	-2%	-$4.21K	0.03%	141
2021 Q3	$263K	Hold	3,956	–	–	0.03%	144
2021 Q2	$265K	Hold	3,956	–	–	0.03%	147
2021 Q1	$249K	Sell	3,956 -244	-6%	-$14.9K	0.03%	145
2020 Q4	$246K	Hold	4,200	–	–	0.03%	138
2020 Q3	$210K	Buy	+4,200	New	+$208K	0.03%	135
2020 Q1	–	Sell	-5,420	Closed	-$284K	–	153
2019 Q4	$284K	Hold	5,420	–	–	0.05%	159
2019 Q3	$268K	Hold	5,420	–	–	0.05%	165
2019 Q2	$263K	Sell	5,420 -360	-6%	-$17.2K	0.05%	173
2019 Q1	$272K	Hold	5,780	–	–	0.05%	173
2018 Q4	$234K	Hold	5,780	–	–	0.05%	183
2018 Q3	$274K	Hold	5,780	–	–	0.05%	167
2018 Q2	$265K	Hold	5,780	–	–	0.05%	163
2018 Q1	$262K	Hold	5,780	–	–	0.05%	165
2017 Q4	$268K	Hold	5,780	–	–	0.06%	156
2017 Q3	$254K	Hold	5,780	–	–	0.06%	152
2017 Q2	$245K	Hold	5,780	–	–	0.06%	147
2017 Q1	$239K	Hold	5,780	–	–	0.07%	147
2016 Q4	$229K	Hold	5,780	–	–	0.08%	136
2016 Q3	$220K	Hold	5,780	–	–	0.08%	130
2016 Q2	$215K	Buy	+5,780	New	+$213K	0.08%	126

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

Clearwater Capital Advisors's IMCB Position: Q2 2026 in Review

Clearwater Capital Advisors held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 3,446 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #150.

Clearwater Capital Advisors first reported a position in IMCB in Q2 2016 and has held it in 39 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Clearwater Capital Advisors held 3,446 shares of iShares Morningstar Mid-Cap ETF worth $333K as of Q2 2026.
Clearwater Capital Advisors left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #150 holding.
Clearwater Capital Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2016 and has held it in 39 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.