FFA
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Farther Finance Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Farther Finance 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
Q3 		$7.54M Sell
79,761
-6,684
-8% -$653K 0.05% 321
2026
Q2 		$8.35M Sell
86,445
-27,826
-24% -$2.54M 0.07% 261
2026
Q1 		$9.6M Buy
114,271
+8,893
+8% +$762K 0.09% 199
2025
Q4 		$8.72M Buy
105,378
+16,657
+19% +$1.38M 0.09% 185
2025
Q3 		$7.37M Buy
88,721
+46,030
+108% +$3.75M 0.11% 157
2025
Q2 		$3.4M Buy
42,691
+39,741
+1,347% +$2.98M 0.07% 243
2025
Q1 		$219K Buy
2,950
+2,178
+282% +$168K 0.01% 1188
2024
Q4 		$58.8K Sell
772
-88
-10% -$6.88K ﹤0.01% 1577
2024
Q3 		$65.3K Sell
860
-81
-9% -$5.88K ﹤0.01% 1512
2024
Q2 		$65.5K Buy
941
+9
+1% +$634 ﹤0.01% 1298
2024
Q1 		$67.4K Hold
932
– – ﹤0.01% 1082
2023
Q4 		$62.6K Sell
932
-44
-5% -$2.7K ﹤0.01% 964
2023
Q3 		$58.3K Sell
976
-20
-2% -$1.26K 0.01% 725
2023
Q2 		$63K Buy
996
+332
+50% +$20K 0.01% 589
2023
Q1 		$40.3K Buy
664
+112
+20% +$6.88K 0.01% 669
2022
Q4 		$32.4K Buy
+552
New +$32.3K 0.01% 592

Other funds holding IMCB

SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors's IMCB Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 7.7% in Q3 2026, selling an estimated $653K and leaving 79,761 shares worth $7.54M. The position accounts for 0.05% of the portfolio, ranked #321.

Farther Finance Advisors first reported a position in IMCB in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.6M in Q1 2026. 10 funds tracked by Wall St. Rank hold IMCB as of Q3 2026.

  • Farther Finance Advisors held 79,761 shares of iShares Morningstar Mid-Cap ETF worth $7.54M as of Q3 2026.
  • Farther Finance Advisors sold 6,684 iShares Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $653K.
  • iShares Morningstar Mid-Cap ETF made up 0.05% of Farther Finance Advisors's portfolio in Q3 2026, its #321 holding.
  • Farther Finance Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares Morningstar Mid-Cap ETF position peaked at $9.6M in Q1 2026.
  • 10 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.