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 Q2	$60.7K	Sell	628 -169	-21%	-$15.4K	0.02%	308
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 $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

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 $631M AUM 12.14% 1-Year Est. Return

CFD

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

Glass Jacobson Investment Advisors's IMCB Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 21% in Q2 2026, selling an estimated $15.4K and leaving 628 shares worth $60.7K. The position accounts for 0.02% of the portfolio, ranked #308.

Glass Jacobson Investment Advisors first reported a position in IMCB in Q4 2022 and has held it in 14 quarters since. The position peaked at $76.8K in Q3 2025. 201 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Glass Jacobson Investment Advisors held 628 shares of iShares Morningstar Mid-Cap ETF worth $60.7K as of Q2 2026.
Glass Jacobson Investment Advisors sold 169 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $15.4K.
iShares Morningstar Mid-Cap ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #308 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares Morningstar Mid-Cap ETF position peaked at $76.8K in Q3 2025.
201 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.