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 Q2	$211K	Buy	+2,188	New	+$200K	0.11%	95
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 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

Fingerlakes Wealth Management's IMCB Position: Q2 2026 in Review

Fingerlakes Wealth Management opened a new position in iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026: 2,188 shares worth $211K. The stake represents 0.11% of the portfolio and ranks #95 among its holdings. This is a return to the name: Fingerlakes Wealth Management previously reported a position in IMCB as recently as Q4 2025.

Fingerlakes Wealth Management first reported a position in IMCB in Q4 2021 and has held it in 7 quarters since. The position peaked at $253K in Q4 2021. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Fingerlakes Wealth Management held 2,188 shares of iShares Morningstar Mid-Cap ETF worth $211K as of Q2 2026.
iShares Morningstar Mid-Cap ETF was a new Fingerlakes Wealth Management position in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.11% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #95 holding.
Fingerlakes Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2021 and has held it in 7 quarters since.
Fingerlakes Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $253K in Q4 2021.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.