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Cliff Asness’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Cliff Asness’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 		$493K Buy
+5,109
New +$467K ﹤0.01% 3393
2026
Q1 		– Sell
-2,988
Closed -$247K – 3790
2025
Q4 		$247K Hold
2,988
– – ﹤0.01% 3260
2025
Q3 		$248K Buy
+2,988
New +$244K ﹤0.01% 3170

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

Cliff Asness's IMCB Position: Q2 2026 in Review

Cliff Asness opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 5,109 shares worth $493K. The stake represents ﹤0.01% of the portfolio and ranks #3393 among its holdings. This is a return to the name: Cliff Asness previously reported a position in IMCB as recently as Q4 2025.

Cliff Asness first reported a position in IMCB in Q3 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Cliff Asness held 5,109 shares of iShares Morningstar Mid-Cap ETF worth $493K as of Q2 2026.
  • iShares Morningstar Mid-Cap ETF was a new Cliff Asness position in Q2 2026.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3393 holding.
  • Cliff Asness first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.