EI
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Ellevest Inc’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Ellevest Inc’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 		$218K Sell
2,608
-53
-2% -$4.54K 0.03% 401
2025
Q4 		$220K Buy
2,661
+14
+0.5% +$1.16K 0.03% 392
2025
Q3 		$220K Buy
2,647
+8
+0.3% +$653 0.03% 399
2025
Q2 		$210K Buy
+2,639
New +$198K 0.03% 366
2023
Q2 		– Sell
-2,285
Closed -$139K – 951
2023
Q1 		$139K Buy
2,285
+248
+12% +$15.2K 0.01% 384
2022
Q4 		$119K Buy
2,037
+676
+50% +$39.5K 0.01% 401
2022
Q3 		$73K Hold
1,361
– – 0.01% 484
2022
Q2 		$77K Buy
1,361
+2
+0.1% +$124 0.01% 470
2022
Q1 		$91K Buy
1,359
+2
+0.1% +$133 0.01% 422
2021
Q4 		$96K Sell
1,357
-1,400
-51% -$98.1K 0.01% 393
2021
Q3 		$183K Sell
2,757
-839
-23% -$56.9K 0.02% 290
2021
Q2 		$241K Buy
3,596
+1,200
+50% +$78.9K 0.02% 217
2021
Q1 		$151K Buy
2,396
+8
+0.3% +$488 0.02% 278
2020
Q4 		$140K Buy
2,388
+44
+2% +$2.41K 0.02% 244
2020
Q3 		$117K Buy
2,344
+576
+33% +$28.5K 0.02% 220
2020
Q2 		$81K Buy
1,768
+1,552
+719% +$67.5K 0.02% 252
2020
Q1 		$8K Buy
216
+4
+2% +$194 ﹤0.01% 588
2019
Q4 		$11K Sell
212
-5,056
-96% -$257K ﹤0.01% 518
2019
Q3 		$260K Buy
5,268
+44
+0.8% +$2.15K 0.09% 45
2019
Q2 		$253K Buy
+5,224
New +$250K 0.1% 43

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

Ellevest Inc's IMCB Position: Q1 2026 in Review

Ellevest Inc reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 2% in Q1 2026, selling an estimated $4.54K and leaving 2,608 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #401.

Ellevest Inc first reported a position in IMCB in Q2 2019 and has held it in 20 quarters since. The position peaked at $260K in Q3 2019. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Ellevest Inc held 2,608 shares of iShares Morningstar Mid-Cap ETF worth $218K as of Q1 2026.
  • Ellevest Inc sold 53 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $4.54K.
  • iShares Morningstar Mid-Cap ETF made up 0.03% of Ellevest Inc's portfolio in Q1 2026, its #401 holding.
  • Ellevest Inc first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2019 and has held it in 20 quarters since.
  • Ellevest Inc's iShares Morningstar Mid-Cap ETF position peaked at $260K in Q3 2019.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.