Gladstone Institutional Advisory’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Gladstone Institutional Advisory’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	$5.81M	Sell	60,135 -3,295	-5%	-$301K	0.18%	113
2026 Q1	$5.29M	Sell	63,430 -700	-1%	-$60K	0.2%	115
2025 Q4	$5.31M	Sell	64,130 -2,492	-4%	-$206K	0.2%	109
2025 Q3	$5.53M	Sell	66,622 -502	-0.7%	-$41K	0.21%	108
2025 Q2	$5.35M	Sell	67,124 -298	-0.4%	-$22.3K	0.22%	106
2025 Q1	$4.99M	Sell	67,422 -2,283	-3%	-$176K	0.23%	108
2024 Q4	$5.31M	Sell	69,705 -4,748	-6%	-$371K	0.25%	93
2024 Q3	$5.66M	Sell	74,453 -637	-0.8%	-$46.3K	0.28%	89
2024 Q2	$5.26M	Sell	75,090 -1,321	-2%	-$93.1K	0.27%	95
2024 Q1	$5.57M	Sell	76,411 -2,361	-3%	-$162K	0.31%	82
2023 Q4	$5.29M	Buy	78,772 +144	+0.2%	+$8.84K	0.3%	83
2023 Q3	$4.7M	Sell	78,628 -7,980	-9%	-$503K	0.3%	77
2023 Q2	$5.48M	Buy	86,608 +7,150	+9%	+$431K	0.33%	80
2023 Q1	$4.82M	Sell	79,458 -5,621	-7%	-$345K	0.31%	83
2022 Q4	$4.99M	Sell	85,079 -7,187	-8%	-$420K	0.35%	72
2022 Q3	$4.97M	Sell	92,266 -546	-0.6%	-$32.6K	0.39%	57
2022 Q2	$5.23M	Sell	92,812 -1,380	-1%	-$85.2K	0.41%	51
2022 Q1	$6.34M	Buy	+94,192	New	+$6.27M	0.43%	50

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

Gladstone Institutional Advisory's IMCB Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 5.2% in Q2 2026, selling an estimated $301K and leaving 60,135 shares worth $5.81M. The position accounts for 0.18% of the portfolio, ranked #113.

Gladstone Institutional Advisory first reported a position in IMCB in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.34M in Q1 2022. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Gladstone Institutional Advisory held 60,135 shares of iShares Morningstar Mid-Cap ETF worth $5.81M as of Q2 2026.
Gladstone Institutional Advisory sold 3,295 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $301K.
iShares Morningstar Mid-Cap ETF made up 0.18% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #113 holding.
Gladstone Institutional Advisory first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Gladstone Institutional Advisory's iShares Morningstar Mid-Cap ETF position peaked at $6.34M in Q1 2022.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.