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

Financial Futures’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	$529K	Hold	5,481	–	–	0.2%	45
2026 Q1	$457K	Sell	5,481 -80	-1%	-$6.85K	0.2%	45
2025 Q4	$460K	Sell	5,561 -25	-0.4%	-$2.06K	0.21%	47
2025 Q3	$464K	Hold	5,586	–	–	0.23%	50
2025 Q2	$445K	Hold	5,586	–	–	0.24%	49
2025 Q1	$414K	Hold	5,586	–	–	0.23%	43
2024 Q4	$425K	Hold	5,586	–	–	0.24%	43
2024 Q3	$425K	Hold	5,586	–	–	0.24%	40
2024 Q2	$392K	Sell	5,586 -153	-3%	-$10.8K	0.24%	39
2024 Q1	$418K	Hold	5,739	–	–	0.28%	37
2023 Q4	$385K	Buy	5,739 +56	+1%	+$3.44K	0.29%	33
2023 Q3	$339K	Hold	5,683	–	–	0.28%	37
2023 Q2	$360K	Sell	5,683 -923	-14%	-$55.6K	0.28%	41
2023 Q1	$401K	Hold	6,606	–	–	0.34%	40
2022 Q4	$388K	Sell	6,606 -131	-2%	-$7.66K	0.35%	39
2022 Q3	$363K	Hold	6,737	–	–	0.35%	38
2022 Q2	$380K	Sell	6,737 -453	-6%	-$28K	0.38%	35
2022 Q1	$484K	Hold	7,190	–	–	0.38%	39
2021 Q4	$511K	Buy	+7,190	New	+$504K	0.42%	36

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

Financial Futures's IMCB Position: Q2 2026 in Review

Financial Futures held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 5,481 shares worth $529K. The position accounts for 0.2% of the portfolio, ranked #45.

Financial Futures first reported a position in IMCB in Q4 2021 and has held it in 19 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Financial Futures held 5,481 shares of iShares Morningstar Mid-Cap ETF worth $529K as of Q2 2026.
Financial Futures left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.2% of Financial Futures's portfolio in Q2 2026, its #45 holding.
Financial Futures first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Futures's 13F filing for Q2 2026, filed 27 Jul 2026.