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

EPG 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
Q1 		$119K Hold
1,430
– – 0.03% 196
2025
Q4 		$118K Hold
1,430
– – 0.03% 199
2025
Q3 		$119K Buy
1,430
+7
+0.5% +$571 0.03% 197
2025
Q2 		$113K Sell
1,423
-375
-21% -$28.1K 0.03% 198
2025
Q1 		$133K Buy
1,798
+2
+0.1% +$154 0.04% 242
2024
Q4 		$137K Buy
1,796
+373
+26% +$29.2K 0.04% 248
2024
Q3 		$108K Buy
+1,423
New +$103K 0.03% 265
2024
Q2 		– Sell
-1,423
Closed -$100K – 278
2024
Q1 		$104K Buy
1,423
+40
+3% +$2.74K 0.03% 277
2023
Q4 		$92.7K Buy
1,383
+31
+2% +$1.9K 0.02% 270
2023
Q3 		$80.8K Hold
1,352
– – 0.02% 272
2023
Q2 		$85.6K Hold
1,352
– – 0.03% 267
2023
Q1 		$82K Hold
1,352
– – 0.03% 273
2022
Q4 		$79.3K Hold
1,352
– – 0.03% 243
2022
Q3 		$73K Buy
+1,352
New +$80.7K 0.03% 241
2022
Q2 		– Sell
-1,260
Closed -$85K – 303
2022
Q1 		$85K Sell
1,260
-1,260
-50% -$83.8K 0.03% 264
2021
Q4 		$176K Hold
2,520
– – 0.06% 236
2021
Q3 		$168K Buy
+2,520
New +$171K 0.07% 223

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

EPG Wealth Management's IMCB Position: Q1 2026 in Review

EPG Wealth Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q1 2026 at 1,430 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #196.

EPG Wealth Management first reported a position in IMCB in Q3 2021 and has held it in 17 quarters since. The position peaked at $176K in Q4 2021. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • EPG Wealth Management held 1,430 shares of iShares Morningstar Mid-Cap ETF worth $119K as of Q1 2026.
  • EPG Wealth Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Morningstar Mid-Cap ETF made up 0.03% of EPG Wealth Management's portfolio in Q1 2026, its #196 holding.
  • EPG Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2021 and has held it in 17 quarters since.
  • EPG Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $176K in Q4 2021.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.