Goldstein Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Goldstein 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	$3.71M	Buy	38,426 +640	+2%	+$58.5K	0.34%	40
2026 Q1	$3.15M	Sell	37,786 -555	-1%	-$47.5K	0.35%	37
2025 Q4	$3.17M	Sell	38,341 -1,156	-3%	-$95.5K	0.36%	36
2025 Q3	$3.28M	Buy	39,497 +194	+0.5%	+$15.8K	0.4%	34
2025 Q2	$3.13M	Buy	39,303 +1,729	+5%	+$130K	0.42%	33
2025 Q1	$2.78M	Sell	37,574 -235	-0.6%	-$18.1K	0.41%	31
2024 Q4	$2.88M	Sell	37,809 -324	-0.8%	-$25.3K	0.42%	32
2024 Q3	$2.9M	Buy	38,133 +14	+0%	+$1.02K	0.44%	30
2024 Q2	$2.67M	Sell	38,119 -181	-0.5%	-$12.8K	0.45%	31
2024 Q1	$2.79M	Buy	38,300 +43	+0.1%	+$2.95K	0.48%	30
2023 Q4	$2.57M	Sell	38,257 -1,145	-3%	-$70.3K	0.43%	45
2023 Q3	$2.35M	Sell	39,402 -438	-1%	-$27.6K	0.49%	30
2023 Q2	$2.52M	Buy	39,840 +122	+0.3%	+$7.35K	0.53%	32
2023 Q1	$2.41M	Sell	39,718 -215	-0.5%	-$13.2K	0.53%	33
2022 Q4	$2.34M	Buy	+39,933	New	+$2.34M	0.57%	32

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

Goldstein Advisors's IMCB Position: Q2 2026 in Review

Goldstein Advisors increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 1.7% in Q2 2026, buying an estimated $58.5K and bringing the position to 38,426 shares worth $3.71M. The position accounts for 0.34% of the portfolio, ranked #40.

Goldstein Advisors first reported a position in IMCB in Q4 2022 and has held it in 15 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Goldstein Advisors held 38,426 shares of iShares Morningstar Mid-Cap ETF worth $3.71M as of Q2 2026.
Goldstein Advisors bought 640 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $58.5K.
iShares Morningstar Mid-Cap ETF made up 0.34% of Goldstein Advisors's portfolio in Q2 2026, its #40 holding.
Goldstein Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.