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

Creative Planning’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	$630K	Buy	6,529 +2,354	+56%	+$215K	﹤0.01%	3006
2026 Q1	$348K	Buy	4,175 +44	+1%	+$3.77K	﹤0.01%	3305
2025 Q4	$342K	Buy	4,131 +157	+4%	+$13K	﹤0.01%	3154
2025 Q3	$330K	Sell	3,974 -618	-13%	-$50.4K	﹤0.01%	3069
2025 Q2	$366K	Buy	4,592 +562	+14%	+$42.1K	﹤0.01%	2732
2025 Q1	$299K	Buy	4,030 +557	+16%	+$42.9K	﹤0.01%	2753
2024 Q4	$264K	Sell	3,473 -11	-0.3%	-$860	﹤0.01%	2769
2024 Q3	$265K	Buy	3,484 +11	+0.3%	+$799	﹤0.01%	2625
2024 Q2	$243K	Hold	3,473	–	–	﹤0.01%	2522
2024 Q1	$253K	Buy	+3,473	New	+$238K	﹤0.01%	2394
2017 Q3	–	Sell	-300	Closed	-$13K	–	2755
2017 Q2	$13K	Hold	300	–	–	﹤0.01%	3463
2017 Q1	$12K	Buy	+300	New	+$12.3K	﹤0.01%	3472

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Creative Planning's IMCB Position: Q2 2026 in Review

Creative Planning increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 56% in Q2 2026, buying an estimated $215K and bringing the position to 6,529 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #3006.

Creative Planning first reported a position in IMCB in Q1 2017 and has held it in 12 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Creative Planning held 6,529 shares of iShares Morningstar Mid-Cap ETF worth $630K as of Q2 2026.
Creative Planning bought 2,354 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $215K.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3006 holding.
Creative Planning first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2017 and has held it in 12 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.