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

Flagstar 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 Q2	$835K	Sell	8,642 -153	-2%	-$14K	0.25%	92
2026 Q1	$734K	Sell	8,795 -2,614	-23%	-$224K	0.27%	90
2025 Q4	$944K	Sell	11,409 -12,255	-52%	-$1.01M	0.32%	79
2025 Q3	$1.97M	Sell	23,664 -86	-0.4%	-$7.02K	0.6%	44
2025 Q2	$1.89M	Sell	23,750 -436	-2%	-$32.7K	0.52%	53
2025 Q1	$1.79M	Buy	24,186 +10	+0%	+$771	0.46%	58
2024 Q4	$1.84M	Sell	24,176 -1,073	-4%	-$83.9K	0.46%	57
2024 Q3	$1.92M	Sell	25,249 -131	-0.5%	-$9.51K	0.49%	51
2024 Q2	$1.78M	Sell	25,380 -1,336	-5%	-$94.2K	0.49%	53
2024 Q1	$1.95M	Sell	26,716 -395	-1%	-$27.1K	0.54%	48
2023 Q4	$1.82M	Sell	27,111 -569	-2%	-$34.9K	0.58%	48
2023 Q3	$1.66M	Sell	27,680 -107	-0.4%	-$6.74K	0.63%	45
2023 Q2	$1.76M	Buy	27,787 +31	+0.1%	+$1.87K	0.66%	40
2023 Q1	$1.68M	Sell	27,756 -406	-1%	-$24.9K	0.61%	41
2022 Q4	$1.65M	Sell	28,162 -1,255	-4%	-$73.4K	0.58%	44
2022 Q3	$1.59M	Buy	29,417 +1,095	+4%	+$65.4K	0.6%	40
2022 Q2	$1.59M	Sell	28,322 -3,577	-11%	-$221K	0.59%	45
2022 Q1	$2.15M	Sell	31,899 -169	-0.5%	-$11.2K	0.67%	37
2021 Q4	$2.28M	Sell	32,068 -451	-1%	-$31.6K	0.7%	33
2021 Q3	$2.16M	Buy	+32,519	New	+$2.21M	0.72%	31

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

Flagstar Advisors's IMCB Position: Q2 2026 in Review

Flagstar Advisors reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.7% in Q2 2026, selling an estimated $14K and leaving 8,642 shares worth $835K. The position accounts for 0.25% of the portfolio, ranked #92.

Flagstar Advisors first reported a position in IMCB in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.28M in Q4 2021. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Flagstar Advisors held 8,642 shares of iShares Morningstar Mid-Cap ETF worth $835K as of Q2 2026.
Flagstar Advisors sold 153 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $14K.
iShares Morningstar Mid-Cap ETF made up 0.25% of Flagstar Advisors's portfolio in Q2 2026, its #92 holding.
Flagstar Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
Flagstar Advisors's iShares Morningstar Mid-Cap ETF position peaked at $2.28M in Q4 2021.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.