Copia Wealth Management
IMCB icon

Copia Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Copia Wealth 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
Q3 		$952 Hold
10
– – ﹤0.01% 524
2026
Q2 		$966 Hold
10
– – ﹤0.01% 514
2026
Q1 		$834 Hold
10
– – ﹤0.01% 480
2025
Q4 		$827 Hold
10
– – ﹤0.01% 481
2025
Q3 		$831 Hold
10
– – ﹤0.01% 438
2025
Q2 		$797 Hold
10
– – ﹤0.01% 428
2025
Q1 		$741 Buy
+10
New +$771 ﹤0.01% 412

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Copia Wealth Management's IMCB Position: Q3 2026 in Review

Copia Wealth Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q3 2026 at 10 shares worth $952. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Copia Wealth Management first reported a position in IMCB in Q1 2025 and has held it in 7 quarters since. The position peaked at $966 in Q2 2026. 175 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

  • Copia Wealth Management held 10 shares of iShares Morningstar Mid-Cap ETF worth $952 as of Q3 2026.
  • Copia Wealth Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q3 2026, its #524 holding.
  • Copia Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • Copia Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $966 in Q2 2026.
  • 175 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Copia Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.