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 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	-$569	–	132
2021 Q4	$569	Buy	+8,000	New	+$561K	0.09%	75

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Evolution Wealth Advisors's IMCB Position: Q1 2026 in Review

Evolution Wealth Advisors held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q1 2026 at 4,000 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #131.

Evolution Wealth Advisors first reported a position in IMCB in Q4 2021 and has held it in 9 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Evolution Wealth Advisors held 4,000 shares of iShares Morningstar Mid-Cap ETF worth $334K as of Q1 2026.
Evolution Wealth Advisors left its iShares Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap ETF made up 0.03% of Evolution Wealth Advisors's portfolio in Q1 2026, its #131 holding.
Evolution Wealth Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 9 quarters since.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.