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

Financial Perspectives’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 		$931K Buy
9,638
+1,047
+12% +$95.6K 0.23% 67
2026
Q1 		$717K Buy
8,591
+555
+7% +$47.5K 0.2% 70
2025
Q4 		$665K Buy
8,036
+1,653
+26% +$137K 0.18% 75
2025
Q3 		$530K Buy
6,383
+245
+4% +$20K 0.15% 86
2025
Q2 		$489K Buy
6,138
+243
+4% +$18.2K 0.15% 88
2025
Q1 		$437K Buy
5,895
+927
+19% +$71.4K 0.15% 87
2024
Q4 		$378K Buy
4,968
+212
+4% +$16.6K 0.13% 96
2024
Q3 		$362K Buy
4,756
+276
+6% +$20K 0.13% 100
2024
Q2 		$314K Buy
4,480
+159
+4% +$11.2K 0.12% 107
2024
Q1 		$315K Buy
4,321
+117
+3% +$8.02K 0.12% 104
2023
Q4 		$282K Sell
4,204
-82
-2% -$5.04K 0.11% 114
2023
Q3 		$256K Buy
4,286
+391
+10% +$24.6K 0.12% 104
2023
Q2 		$247K Buy
3,895
+283
+8% +$17K 0.11% 110
2023
Q1 		$219K Buy
3,612
+783
+28% +$48.1K 0.1% 111
2022
Q4 		$166K Sell
2,829
-10
-0.4% -$585 0.09% 134
2022
Q3 		$153K Buy
2,839
+864
+44% +$51.6K 0.09% 135
2022
Q2 		$111K Sell
1,975
-22
-1% -$1.36K 0.06% 163
2022
Q1 		$134K Buy
1,997
+1,011
+103% +$67.3K 0.06% 154
2021
Q4 		$70.1K Buy
986
+166
+20% +$11.6K 0.03% 211
2021
Q3 		$54.5K Buy
820
+96
+13% +$6.51K 0.03% 230
2021
Q2 		$48.5K Buy
724
+352
+95% +$23.1K 0.02% 256
2021
Q1 		$23.4K Buy
372
+84
+29% +$5.13K 0.01% 346
2020
Q4 		$16.9K Buy
+288
New +$15.8K 0.01% 350

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

Financial Perspectives's IMCB Position: Q2 2026 in Review

Financial Perspectives increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 12% in Q2 2026, buying an estimated $95.6K and bringing the position to 9,638 shares worth $931K. The position accounts for 0.23% of the portfolio, ranked #67.

Financial Perspectives first reported a position in IMCB in Q4 2020 and has held it in 23 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Financial Perspectives held 9,638 shares of iShares Morningstar Mid-Cap ETF worth $931K as of Q2 2026.
  • Financial Perspectives bought 1,047 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $95.6K.
  • iShares Morningstar Mid-Cap ETF made up 0.23% of Financial Perspectives's portfolio in Q2 2026, its #67 holding.
  • Financial Perspectives first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.