Glass Jacobson Investment Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Glass Jacobson Investment 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 Q1	$66.5K	Sell	797 -127	-14%	-$10.9K	0.02%	282
2025 Q4	$76.4K	Sell	924 -1	-0.1%	-$83	0.03%	271
2025 Q3	$76.8K	Sell	925 -32	-3%	-$2.61K	0.03%	264
2025 Q2	$76.3K	Sell	957 -21	-2%	-$1.57K	0.03%	250
2025 Q1	$74.5K	Hold	978	–	–	0.02%	328
2024 Q4	$74.5K	Buy	978 +157	+19%	+$12.3K	0.02%	328
2024 Q3	$62.4K	Buy	821 +686	+508%	+$49.8K	0.02%	332
2024 Q2	$9.43K	Buy	135 +1	+0.7%	+$70	﹤0.01%	556
2024 Q1	$9.77K	Hold	134	–	–	﹤0.01%	556
2023 Q4	$8.97K	Sell	134 -1	-0.7%	-$61	﹤0.01%	533
2023 Q3	$8.08K	Hold	135	–	–	﹤0.01%	518
2023 Q2	$8.57K	Buy	+135	New	+$8.13K	﹤0.01%	521
2022 Q4	$7.88K	Buy	+134	New	+$7.84K	﹤0.01%	542

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

Glass Jacobson Investment Advisors's IMCB Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 14% in Q1 2026, selling an estimated $10.9K and leaving 797 shares worth $66.5K. The position accounts for 0.02% of the portfolio, ranked #282.

Glass Jacobson Investment Advisors first reported a position in IMCB in Q4 2022 and has held it in 13 quarters since. The position peaked at $76.8K in Q3 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Glass Jacobson Investment Advisors held 797 shares of iShares Morningstar Mid-Cap ETF worth $66.5K as of Q1 2026.
Glass Jacobson Investment Advisors sold 127 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $10.9K.
iShares Morningstar Mid-Cap ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #282 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's iShares Morningstar Mid-Cap ETF position peaked at $76.8K in Q3 2025.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.