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 Q3	$128K	Sell	1,360 -269	-17%	-$26.3K	﹤0.01%	1016
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	+$100K	﹤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

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Rede Wealth Charlottesville, Virginia $304M AUM 9.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CoreCap Advisors's IMCB Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 17% in Q3 2026, selling an estimated $26.3K and leaving 1,360 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

CoreCap Advisors first reported a position in IMCB in Q4 2021 and has held it in 13 quarters since. The position peaked at $157K in Q2 2026. 41 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

CoreCap Advisors held 1,360 shares of iShares Morningstar Mid-Cap ETF worth $128K as of Q3 2026.
CoreCap Advisors sold 269 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $26.3K.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1016 holding.
CoreCap Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's iShares Morningstar Mid-Cap ETF position peaked at $157K in Q2 2026.
41 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.