Evolution Wealth Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Evolution Wealth 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 Q2	–	Sell	-4,000	Closed	-$334K	–	190
2026 Q1	$334K	Hold	4,000	–	–	0.03%	131
2025 Q4	$331K	Hold	4,000	–	–	0.03%	127
2025 Q3	$332K	Hold	4,000	–	–	0.04%	124
2025 Q2	$319K	Hold	4,000	–	–	0.05%	126
2025 Q1	$296K	Hold	4,000	–	–	0.05%	117
2024 Q4	$305K	Buy	+4,000	New	+$313K	0.05%	111
2024 Q3	–	Sell	-4,000	Closed	-$280K	–	141
2024 Q2	$280K	Hold	4,000	–	–	0.05%	113
2024 Q1	$291K	Buy	+4,000	New	+$274K	0.06%	104
2022 Q1	–	Sell	-8,000	Closed	-$569K	–	132
2021 Q4	$569K	Buy	+8,000	New	+$561K	0.09%	75

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

Evolution Wealth Advisors's IMCB Position: Q2 2026 in Review

Evolution Wealth Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026, closing a stake of 4,000 shares — an estimated $334K sold.

Evolution Wealth Advisors first reported a position in IMCB in Q4 2021 and held it in 9 quarters. The position peaked at $569K in Q4 2021. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Evolution Wealth Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Evolution Wealth Advisors sold 4,000 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $334K.
Evolution Wealth Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and held it in 9 quarters.
Evolution Wealth Advisors's iShares Morningstar Mid-Cap ETF position peaked at $569K in Q4 2021.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.