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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
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 		$1.29K Buy
+17
New +$1.33K ﹤0.01% 485

Other funds holding IMCB

SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return

Decker Retirement Planning's IMCB Position: Q2 2026 in Review

Decker Retirement Planning held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 17 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Decker Retirement Planning first reported a position in IMCB in Q4 2024 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Decker Retirement Planning held 17 shares of iShares Morningstar Mid-Cap ETF worth $1.64K as of Q2 2026.
  • Decker Retirement Planning left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #347 holding.
  • Decker Retirement Planning first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.