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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$20.6M Buy
213,786
+27,378
+15% +$2.5M 0.98% 25
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

Creative Financial Designs's IMCB Position: Q2 2026 in Review

Creative Financial Designs increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 15% in Q2 2026, buying an estimated $2.5M and bringing the position to 213,786 shares worth $20.6M. The position accounts for 0.98% of the portfolio, ranked #25.

Creative Financial Designs first reported a position in IMCB in Q4 2023 and has held it in 11 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Creative Financial Designs held 213,786 shares of iShares Morningstar Mid-Cap ETF worth $20.6M as of Q2 2026.
  • Creative Financial Designs bought 27,378 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.5M.
  • iShares Morningstar Mid-Cap ETF made up 0.98% of Creative Financial Designs's portfolio in Q2 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 11 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.