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 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 $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

Gladstone Institutional Advisory's IMCB Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.1% in Q1 2026, selling an estimated $60K and leaving 63,430 shares worth $5.29M. The position accounts for 0.2% of the portfolio, ranked #115.

Gladstone Institutional Advisory first reported a position in IMCB in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.34M in Q1 2022. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Gladstone Institutional Advisory held 63,430 shares of iShares Morningstar Mid-Cap ETF worth $5.29M as of Q1 2026.
Gladstone Institutional Advisory sold 700 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $60K.
iShares Morningstar Mid-Cap ETF made up 0.2% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #115 holding.
Gladstone Institutional Advisory first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
Gladstone Institutional Advisory's iShares Morningstar Mid-Cap ETF position peaked at $6.34M in Q1 2022.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.