Creative Planning
IMCB icon

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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
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