Fidelity Investments
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Fidelity Investments’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Fidelity Investments’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 		$1.62M Buy
16,739
+925
+6% +$84.5K ﹤0.01% 2828
2026
Q1 		$1.32M Buy
15,814
+182
+1% +$15.6K ﹤0.01% 2776
2025
Q4 		$1.29M Buy
15,632
+957
+7% +$79.1K ﹤0.01% 2756
2025
Q3 		$1.22M Buy
14,675
+3
+0% +$245 ﹤0.01% 2722
2025
Q2 		$1.17M Sell
14,672
-2,104
-13% -$158K ﹤0.01% 2668
2025
Q1 		$1.24M Buy
16,776
+2,842
+20% +$219K ﹤0.01% 2604
2024
Q4 		$1.06M Buy
13,934
+5,962
+75% +$466K ﹤0.01% 2648
2024
Q3 		$606K Buy
7,972
+210
+3% +$15.2K ﹤0.01% 2772
2024
Q2 		$544K Buy
7,762
+356
+5% +$25.1K ﹤0.01% 2703
2024
Q1 		$539K Buy
7,406
+953
+15% +$65.3K ﹤0.01% 2693
2023
Q4 		$433K Buy
6,453
+3,503
+119% +$215K ﹤0.01% 2723
2023
Q3 		$176K Sell
2,950
-246
-8% -$15.5K ﹤0.01% 2927
2023
Q2 		$202K Buy
3,196
+204
+7% +$12.3K ﹤0.01% 2947
2023
Q1 		$181K Buy
2,992
+852
+40% +$52.3K ﹤0.01% 3015
2022
Q4 		$126K Sell
2,140
-17
-0.8% -$994 ﹤0.01% 3131
2022
Q3 		$116K Buy
2,157
+70
+3% +$4.18K ﹤0.01% 3213
2022
Q2 		$118K Sell
2,087
-65
-3% -$4.01K ﹤0.01% 3270
2022
Q1 		$145K Buy
2,152
+1,124
+109% +$74.8K ﹤0.01% 3330
2021
Q4 		$73K Sell
1,028
-1
-0.1% -$70 ﹤0.01% 3155
2021
Q3 		$68K Sell
1,029
-876
-46% -$59.4K ﹤0.01% 3147
2021
Q2 		$128K Sell
1,905
-91
-5% -$5.98K ﹤0.01% 2995
2021
Q1 		$125K Buy
1,996
+712
+55% +$43.5K ﹤0.01% 2893
2020
Q4 		$75K Buy
1,284
+120
+10% +$6.57K ﹤0.01% 2933
2020
Q3 		$58K Buy
1,164
+136
+13% +$6.72K ﹤0.01% 2864
2020
Q2 		$47K Sell
1,028
-292
-22% -$12.7K ﹤0.01% 2821
2020
Q1 		$50K Sell
1,320
-1,264
-49% -$61.2K ﹤0.01% 2772
2019
Q4 		$135K Sell
2,584
-160
-6% -$8.12K ﹤0.01% 2700
2019
Q3 		$136K Sell
2,744
-104
-4% -$5.07K ﹤0.01% 2695
2019
Q2 		$138K Buy
2,848
+1,520
+114% +$72.8K ﹤0.01% 2696
2019
Q1 		$62K Buy
1,328
+1,188
+849% +$53.7K ﹤0.01% 2748
2018
Q4 		$6K Sell
140
-240
-63% -$10.5K ﹤0.01% 3148
2018
Q3 		$18K Buy
+380
New +$18K ﹤0.01% 3017

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
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

Fidelity Investments's IMCB Position: Q2 2026 in Review

Fidelity Investments increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 5.8% in Q2 2026, buying an estimated $84.5K and bringing the position to 16,739 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2828.

Fidelity Investments first reported a position in IMCB in Q3 2018 and has held it in 32 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Fidelity Investments held 16,739 shares of iShares Morningstar Mid-Cap ETF worth $1.62M as of Q2 2026.
  • Fidelity Investments bought 925 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $84.5K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2828 holding.
  • Fidelity Investments first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.