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Edge Financial Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Edge Financial Advisors’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
2025
Q4 		$838K Buy
10,132
+261
+3% +$21.6K 0.35% 60
2025
Q3 		$820K Buy
9,871
+6,757
+217% +$551K 0.37% 58
2025
Q2 		$250K Buy
+3,114
New +$233K 0.13% 112

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Edge Financial Advisors's IMCB Position: Q4 2025 in Review

Edge Financial Advisors increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 2.6% in Q4 2025, buying an estimated $21.6K and bringing the position to 10,132 shares worth $838K. The position accounts for 0.35% of the portfolio, ranked #60.

Edge Financial Advisors first reported a position in IMCB in Q2 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold IMCB as of Q4 2025.

  • Edge Financial Advisors held 10,132 shares of iShares Morningstar Mid-Cap ETF worth $838K as of Q4 2025.
  • Edge Financial Advisors bought 261 iShares Morningstar Mid-Cap ETF shares in Q4 2025, an estimated $21.6K.
  • iShares Morningstar Mid-Cap ETF made up 0.35% of Edge Financial Advisors's portfolio in Q4 2025, its #60 holding.
  • Edge Financial Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.