Flagship Harbor Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Flagship Harbor Advisors’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	-1,481	Closed	-$123K	–	1439
2025 Q4	$123K	Buy	+1,481	New	+$122K	0.01%	817
2020 Q4	–	Sell	-2,392	Closed	-$119K	–	1095
2020 Q3	$119K	Hold	2,392	–	–	0.02%	603
2020 Q2	$110K	Hold	2,392	–	–	0.02%	625
2020 Q1	$92K	Sell	2,392 -80	-3%	-$3.88K	0.02%	570
2019 Q4	$130K	Sell	2,472 -100	-4%	-$5.07K	0.02%	547
2019 Q3	$127K	Hold	2,572	–	–	0.02%	525
2019 Q2	$124K	Sell	2,572 -1,148	-31%	-$55K	0.03%	515
2019 Q1	$174K	Buy	3,720 +1,100	+42%	+$49.7K	0.04%	436
2018 Q4	$105K	Sell	2,620 -460	-15%	-$20.2K	0.03%	499
2018 Q3	$146K	Buy	3,080 +780	+34%	+$37K	0.03%	492
2018 Q2	$105K	Buy	+2,300	New	+$105K	0.02%	568

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Flagship Harbor Advisors's IMCB Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2026, closing a stake of 1,481 shares — an estimated $123K sold.

Flagship Harbor Advisors first reported a position in IMCB in Q2 2018 and held it in 11 quarters. The position peaked at $174K in Q1 2019. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Flagship Harbor Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 1,481 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $123K.
Flagship Harbor Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's iShares Morningstar Mid-Cap ETF position peaked at $174K in Q1 2019.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.