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Fortitude Financial’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Fortitude Financial’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 		$14.5M Sell
149,902
-32,639
-18% -$2.98M 13.01% 4
2026
Q1 		$15.2M Buy
182,541
+7,875
+5% +$675K 8.06% 4
2025
Q4 		$14.5M Buy
+174,666
New +$14.4M 12.26% 3
2025
Q2 		– Sell
-70,502
Closed -$5.22M – 42
2025
Q1 		$5.22M Sell
70,502
-412,942
-85% -$31.8M 4.97% 7
2024
Q4 		$36.8M Buy
+483,444
New +$37.8M 20.57% 2

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 $617M AUM 18% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Fortitude Financial's IMCB Position: Q2 2026 in Review

Fortitude Financial reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 18% in Q2 2026, selling an estimated $2.98M and leaving 149,902 shares worth $14.5M. The position accounts for 13.01% of the portfolio, ranked #4.

Fortitude Financial first reported a position in IMCB in Q4 2024 and has held it in 5 quarters since. The position peaked at $36.8M in Q4 2024. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Fortitude Financial held 149,902 shares of iShares Morningstar Mid-Cap ETF worth $14.5M as of Q2 2026.
  • Fortitude Financial sold 32,639 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $2.98M.
  • iShares Morningstar Mid-Cap ETF made up 13.01% of Fortitude Financial's portfolio in Q2 2026, its #4 holding.
  • Fortitude Financial first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Fortitude Financial's iShares Morningstar Mid-Cap ETF position peaked at $36.8M in Q4 2024.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.