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Fingerlakes Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Fingerlakes Wealth Management’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 		– Sell
-2,581
Closed -$213K – 98
2025
Q4 		$213K Buy
2,581
+8
+0.3% +$661 0.14% 91
2025
Q3 		$214K Sell
2,573
-45
-2% -$3.67K 0.14% 90
2025
Q2 		$209K Buy
+2,618
New +$196K 0.16% 85
2022
Q3 		– Sell
-3,567
Closed -$201K – 86
2022
Q2 		$201K Buy
3,567
+11
+0.3% +$679 0.28% 89
2022
Q1 		$239K Buy
3,556
+11
+0.3% +$732 0.28% 88
2021
Q4 		$253K Buy
+3,545
New +$248K 0.28% 82

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
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