Diversify Advisory Services’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
$794K Buy
+8,161
New +$745K 0.01% 715
2026
Q1
Sell
-8,540
Closed -$735K 531
2025
Q4
$735K Sell
8,540
-20
-0.2% -$1.65K 0.02% 483
2025
Q3
$705K Sell
8,560
-169
-2% -$13.8K 0.02% 461
2025
Q2
$706K Sell
8,729
-276
-3% -$20.7K 0.03% 420
2025
Q1
$658K Sell
9,005
-1,017
-10% -$78.4K 0.04% 295
2024
Q4
$758K Sell
10,022
-4,790
-32% -$375K 0.04% 280
2024
Q3
$1.14M Sell
14,812
-307
-2% -$22.3K 0.06% 236
2024
Q2
$1.05M Buy
15,119
+6,134
+68% +$432K 0.06% 233
2024
Q1
$650K Buy
+8,985
New +$616K 0.04% 356

Other funds holding IMCB

Diversify Advisory Services's IMCB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 8,161 shares worth $794K. The stake represents 0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IMCB as recently as Q4 2025.

Diversify Advisory Services first reported a position in IMCB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q3 2024. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Diversify Advisory Services held 8,161 shares of iShares Morningstar Mid-Cap ETF worth $794K as of Q2 2026.
  • iShares Morningstar Mid-Cap ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #715 holding.
  • Diversify Advisory Services first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's iShares Morningstar Mid-Cap ETF position peaked at $1.14M in Q3 2024.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.