Corient Private Wealth
IMCB icon

Corient Private Wealth’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Corient Private Wealth’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 		$604K Sell
6,252
-124
-2% -$11.3K ﹤0.01% 2092
2026
Q1 		$532K Sell
6,376
-167
-3% -$14.3K ﹤0.01% 1998
2025
Q4 		$541K Sell
6,543
-1,160
-15% -$95.8K ﹤0.01% 1826
2025
Q3 		$640K Sell
7,703
-993
-11% -$81K ﹤0.01% 1664
2025
Q2 		$693K Buy
8,696
+848
+11% +$63.5K ﹤0.01% 1533
2025
Q1 		$581K Sell
7,848
-2,526
-24% -$195K ﹤0.01% 1527
2024
Q4 		$790K Sell
10,374
-5,310
-34% -$415K ﹤0.01% 1416
2024
Q3 		$1.19M Sell
15,684
-26,724
-63% -$1.94M ﹤0.01% 1321
2024
Q2 		$2.97M Sell
42,408
-361
-0.8% -$25.4K 0.01% 873
2024
Q1 		$3.11M Buy
42,769
+1,596
+4% +$109K 0.01% 840
2023
Q4 		$2.76M Buy
41,173
+4,930
+14% +$303K 0.01% 869
2023
Q3 		$2.16M Sell
36,243
-3,804
-9% -$240K 0.01% 881
2023
Q2 		$2.53M Buy
40,047
+1,276
+3% +$76.8K 0.01% 833
2023
Q1 		$2.35M Sell
38,771
-2,320
-6% -$142K 0.01% 788
2022
Q4 		$6.73M Buy
+41,091
New +$2.4M 0.02% 431

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Corient Private Wealth's IMCB Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.9% in Q2 2026, selling an estimated $11.3K and leaving 6,252 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

Corient Private Wealth first reported a position in IMCB in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.73M in Q4 2022. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Corient Private Wealth held 6,252 shares of iShares Morningstar Mid-Cap ETF worth $604K as of Q2 2026.
  • Corient Private Wealth sold 124 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $11.3K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2092 holding.
  • Corient Private Wealth first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares Morningstar Mid-Cap ETF position peaked at $6.73M in Q4 2022.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.