Creative Financial Designs’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Creative Financial Designs’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 Q1	$15.6M	Buy	186,408 +6,966	+4%	+$597K	0.95%	25
2025 Q4	$14.8M	Buy	179,442 +11,167	+7%	+$922K	0.94%	24
2025 Q3	$14M	Buy	168,275 +15,112	+10%	+$1.23M	0.94%	26
2025 Q2	$12.2M	Buy	153,163 +146,140	+2,081%	+$10.9M	0.88%	28
2025 Q1	$520K	Buy	7,023 +455	+7%	+$35.1K	0.04%	287
2024 Q4	$500K	Buy	6,568 +804	+14%	+$62.9K	0.04%	284
2024 Q3	$438K	Buy	5,764 +222	+4%	+$16.1K	0.04%	307
2024 Q2	$388K	Buy	5,542 +293	+6%	+$20.6K	0.03%	309
2024 Q1	$382K	Buy	5,249 +5,013	+2,124%	+$343K	0.04%	301
2023 Q4	$15.8K	Buy	+236	New	+$14.5K	﹤0.01%	976

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Creative Financial Designs's IMCB Position: Q1 2026 in Review

Creative Financial Designs increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 3.9% in Q1 2026, buying an estimated $597K and bringing the position to 186,408 shares worth $15.6M. The position accounts for 0.95% of the portfolio, ranked #25.

Creative Financial Designs first reported a position in IMCB in Q4 2023 and has held it in 10 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Creative Financial Designs held 186,408 shares of iShares Morningstar Mid-Cap ETF worth $15.6M as of Q1 2026.
Creative Financial Designs bought 6,966 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $597K.
iShares Morningstar Mid-Cap ETF made up 0.95% of Creative Financial Designs's portfolio in Q1 2026, its #25 holding.
Creative Financial Designs first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.