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Diversify Advisory Services’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Diversify Advisory Services’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 		– 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

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