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Harbour Investments’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Harbour Investments’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 		$2.08M Buy
21,493
+17,144
+394% +$1.57M 0.03% 531
2026
Q1 		$363K Sell
4,349
-202
-4% -$17.3K 0.01% 1208
2025
Q4 		$376K Buy
4,551
+77
+2% +$6.36K 0.01% 977
2025
Q3 		$372K Buy
4,474
+2,544
+132% +$208K 0.01% 941
2025
Q2 		$154K Sell
1,930
-28
-1% -$2.1K ﹤0.01% 1303
2025
Q1 		$145K Sell
1,958
-9
-0.5% -$694 ﹤0.01% 1246
2024
Q4 		$150K Sell
1,967
-182
-8% -$14.2K ﹤0.01% 1169
2024
Q3 		$163K Sell
2,149
-109
-5% -$7.92K ﹤0.01% 1100
2024
Q2 		$158K Sell
2,258
-64
-3% -$4.51K 0.01% 1041
2024
Q1 		$169K Sell
2,322
-64
-3% -$4.38K 0.01% 981
2023
Q4 		$160K Buy
2,386
+1,663
+230% +$102K 0.01% 948
2023
Q3 		$43.2K Hold
723
– – ﹤0.01% 1419
2023
Q2 		$45.7K Sell
723
-200
-22% -$12K ﹤0.01% 1405
2023
Q1 		$55.9K Sell
923
-200
-18% -$12.3K ﹤0.01% 1302
2022
Q4 		$65.9K Hold
1,123
– – ﹤0.01% 1190
2022
Q3 		$63K Hold
1,123
– – ﹤0.01% 1172
2022
Q2 		$63K Buy
+1,123
New +$69.4K ﹤0.01% 1172
2021
Q4 		$84K Sell
1,187
-1,839
-61% -$129K 0.01% 1046
2021
Q3 		$201K Sell
3,026
-808
-21% -$54.8K 0.01% 1026
2021
Q2 		$257K Buy
3,834
+566
+17% +$37.2K 0.01% 930
2021
Q1 		$206K Buy
+3,268
New +$200K 0.01% 947

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

Harbour Investments's IMCB Position: Q2 2026 in Review

Harbour Investments increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 394% in Q2 2026, buying an estimated $1.57M and bringing the position to 21,493 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #531.

Harbour Investments first reported a position in IMCB in Q1 2021 and has held it in 21 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

  • Harbour Investments held 21,493 shares of iShares Morningstar Mid-Cap ETF worth $2.08M as of Q2 2026.
  • Harbour Investments bought 17,144 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $1.57M.
  • iShares Morningstar Mid-Cap ETF made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #531 holding.
  • Harbour Investments first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.