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

Evernest 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
2026
Q1 		$237K Hold
2,646
– – 0.05% 166
2025
Q4 		$231K Buy
2,646
+235
+10% +$19.4K 0.05% 163
2025
Q3 		$200K Buy
+2,411
New +$197K 0.06% 178

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

Evernest Financial Advisors's IMCB Position: Q1 2026 in Review

Evernest Financial Advisors held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q1 2026 at 2,646 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #166.

Evernest Financial Advisors first reported a position in IMCB in Q3 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Evernest Financial Advisors held 2,646 shares of iShares Morningstar Mid-Cap ETF worth $237K as of Q1 2026.
  • Evernest Financial Advisors left its iShares Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Morningstar Mid-Cap ETF made up 0.05% of Evernest Financial Advisors's portfolio in Q1 2026, its #166 holding.
  • Evernest Financial Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.