Compass Financial Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Compass Financial Management’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

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

Compass Financial Management's IMCB Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #681 holding.
193 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.