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IMCB icon

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

CoreCap 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 		$157K Hold
1,629
– – ﹤0.01% 937
2026
Q1 		$136K Hold
1,629
– – ﹤0.01% 927
2025
Q4 		$135K Hold
1,629
– – ﹤0.01% 929
2025
Q3 		$135K Buy
1,629
+269
+20% +$21.9K ﹤0.01% 932
2025
Q2 		$108K Hold
1,360
– – ﹤0.01% 952
2025
Q1 		$101K Sell
1,360
-11
-0.8% -$848 ﹤0.01% 908
2024
Q4 		$104K Hold
1,371
– – ﹤0.01% 914
2024
Q3 		$104K Buy
+1,371
New +$99.5K ﹤0.01% 893
2024
Q2 		– Sell
-1,360
Closed -$99K – 2079
2024
Q1 		$99K Buy
+1,360
New +$93.2K 0.01% 843
2022
Q4 		$79.8K Buy
+1,360
New +$79.5K 0.01% 817
2022
Q3 		– Sell
-1,360
Closed -$77K – 1267
2022
Q2 		$77K Buy
+1,360
New +$84K 0.01% 788
2022
Q1 		– Sell
-1,360
Closed -$97K – 1267
2021
Q4 		$97K Buy
+1,360
New +$95.3K 0.01% 758

Other funds holding IMCB

SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return

CoreCap Advisors's IMCB Position: Q2 2026 in Review

CoreCap Advisors held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 1,629 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

CoreCap Advisors first reported a position in IMCB in Q4 2021 and has held it in 12 quarters since. 17 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • CoreCap Advisors held 1,629 shares of iShares Morningstar Mid-Cap ETF worth $157K as of Q2 2026.
  • CoreCap Advisors left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #937 holding.
  • CoreCap Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.