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

Decker Retirement 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 Q3	–	Sell	-17	Closed	-$1.64K	–	424
2026 Q2	$1.64K	Hold	17	–	–	﹤0.01%	347
2026 Q1	$1.42K	Hold	17	–	–	﹤0.01%	248
2025 Q4	$1.41K	Hold	17	–	–	﹤0.01%	208
2025 Q3	$1.41K	Hold	17	–	–	﹤0.01%	200
2025 Q2	$1.35K	Hold	17	–	–	﹤0.01%	279
2025 Q1	$1.26K	Hold	17	–	–	﹤0.01%	193
2024 Q4	$1.3K	Buy	+17	New	+$1.33K	﹤0.01%	485

Other funds holding IMCB

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Decker Retirement Planning's IMCB Position: Q3 2026 in Review

Decker Retirement Planning sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2026, closing a stake of 17 shares — an estimated $1.64K sold.

Decker Retirement Planning first reported a position in IMCB in Q4 2024 and held it in 7 quarters. The position peaked at $1.64K in Q2 2026. 64 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

Decker Retirement Planning reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
Decker Retirement Planning sold 17 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $1.64K.
Decker Retirement Planning first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2024 and held it in 7 quarters.
Decker Retirement Planning's iShares Morningstar Mid-Cap ETF position peaked at $1.64K in Q2 2026.
64 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.