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

Empirical 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	$230K	Buy	+2,380	New	+$217K	﹤0.01%	971
2025 Q1	–	Sell	-2,912	Closed	-$222K	–	679
2024 Q4	$222K	Hold	2,912	–	–	0.01%	557
2024 Q3	$221K	Buy	+2,912	New	+$211K	0.01%	527

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 $617M AUM 18% 1-Year Est. Return

CFD

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

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

Empirical Wealth Management opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 2,380 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in IMCB as recently as Q4 2024.

Empirical Wealth Management first reported a position in IMCB in Q3 2024 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Empirical Wealth Management held 2,380 shares of iShares Morningstar Mid-Cap ETF worth $230K as of Q2 2026.
iShares Morningstar Mid-Cap ETF was a new Empirical Wealth Management position in Q2 2026.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #971 holding.
Empirical Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2024 and has held it in 3 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.