Focus Partners Wealth
IMCB icon

Focus Partners Wealth’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Focus Partners Wealth’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 		$226K Sell
2,340
-1,128
-33% -$103K ﹤0.01% 2425
2026
Q1 		$289K Sell
3,468
-1,076
-24% -$92.2K ﹤0.01% 2213
2025
Q4 		$376K Buy
4,544
+496
+12% +$41K ﹤0.01% 2096
2025
Q3 		$336K Buy
+4,048
New +$330K ﹤0.01% 1790

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 $631M AUM 12.14% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Focus Partners Wealth's IMCB Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 33% in Q2 2026, selling an estimated $103K and leaving 2,340 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

Focus Partners Wealth first reported a position in IMCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $376K in Q4 2025. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Focus Partners Wealth held 2,340 shares of iShares Morningstar Mid-Cap ETF worth $226K as of Q2 2026.
  • Focus Partners Wealth sold 1,128 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $103K.
  • iShares Morningstar Mid-Cap ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2425 holding.
  • Focus Partners Wealth first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's iShares Morningstar Mid-Cap ETF position peaked at $376K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.