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Global Wealth Strategies & Associates’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-800
Closed -$66.7K – 245
2026
Q1 		$66.7K Sell
800
-300
-27% -$25.7K 0.02% 146
2025
Q4 		$91K Hold
1,100
– – 0.02% 110
2025
Q3 		$91.4K Hold
1,100
– – 0.02% 108
2025
Q2 		$87.6K Hold
1,100
– – 0.03% 84
2025
Q1 		$81.5K Buy
+1,100
New +$84.8K 0.02% 87

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

Global Wealth Strategies & Associates's IMCB Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026, closing a stake of 800 shares — an estimated $66.7K sold.

Global Wealth Strategies & Associates first reported a position in IMCB in Q1 2025 and held it in 5 quarters. The position peaked at $91.4K in Q3 2025. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 800 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $66.7K.
  • Global Wealth Strategies & Associates first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2025 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's iShares Morningstar Mid-Cap ETF position peaked at $91.4K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.