Diversify Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Diversify Wealth Management’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	$794K	Sell	8,161 -352	-4%	-$32.1K	0.01%	715
2026 Q1	$756K	Buy	+8,513	New	+$729K	0.01%	684
2024 Q4	–	Sell	-4,073	Closed	-$311K	–	526
2024 Q3	$311K	Sell	4,073 -528	-11%	-$38.3K	0.03%	391
2024 Q2	$317K	Buy	+4,601	New	+$324K	0.04%	350

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.32B AUM 24.33% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFG

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Diversify Wealth Management's IMCB Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 4.1% in Q2 2026, selling an estimated $32.1K and leaving 8,161 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #715.

Diversify Wealth Management first reported a position in IMCB in Q2 2024 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Diversify Wealth Management held 8,161 shares of iShares Morningstar Mid-Cap ETF worth $794K as of Q2 2026.
Diversify Wealth Management sold 352 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $32.1K.
iShares Morningstar Mid-Cap ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #715 holding.
Diversify Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2024 and has held it in 4 quarters since.
201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.