Ellevest Inc
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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
Q3 		– Sell
-2,751
Closed -$266K – 476
2026
Q2 		$266K Buy
2,751
+143
+5% +$13.1K 0.03% 385
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% +$2.14K 0.09% 45
2019
Q2 		$253K Buy
+5,224
New +$250K 0.1% 43

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
NWA
Northwest Wealth Advisors Bellingham, Washington $202M AUM 16.44% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Fortitude Financial
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Ellevest Inc's IMCB Position: Q3 2026 in Review

Ellevest Inc sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2026, closing a stake of 2,751 shares — an estimated $266K sold.

Ellevest Inc first reported a position in IMCB in Q2 2019 and held it in 21 quarters. The position peaked at $266K in Q2 2026. 123 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

  • Ellevest Inc reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Ellevest Inc sold 2,751 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $266K.
  • Ellevest Inc first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2019 and held it in 21 quarters.
  • Ellevest Inc's iShares Morningstar Mid-Cap ETF position peaked at $266K in Q2 2026.
  • 123 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.