HighMark Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

HighMark Wealth Management’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	$89.6K	Sell	928 -183	-16%	-$16.7K	0.03%	130
2026 Q1	$92.7K	Hold	1,111	–	–	0.04%	116
2025 Q4	$91.9K	Hold	1,111	–	–	0.04%	116
2025 Q3	$92.3K	Sell	1,111 -186	-14%	-$15.2K	0.04%	122
2025 Q2	$103K	Hold	1,297	–	–	0.05%	112
2025 Q1	$96.1K	Hold	1,297	–	–	0.06%	90
2024 Q4	$98.8K	Hold	1,297	–	–	0.06%	88
2024 Q3	$98.6K	Hold	1,297	–	–	0.05%	104
2024 Q2	$90.9K	Hold	1,297	–	–	0.05%	105
2024 Q1	$94.5K	Hold	1,297	–	–	0.06%	102
2023 Q4	$87.1K	Hold	1,297	–	–	0.06%	98
2023 Q3	$77.5K	Hold	1,297	–	–	0.06%	92
2023 Q2	$82.1K	Hold	1,297	–	–	0.06%	95
2023 Q1	$78.7K	Hold	1,297	–	–	0.06%	105
2022 Q4	$76.1K	Hold	1,297	–	–	0.06%	87
2022 Q3	$70K	Hold	1,297	–	–	0.06%	81
2022 Q2	$73K	Hold	1,297	–	–	0.06%	80
2022 Q1	$87K	Hold	1,297	–	–	0.06%	78
2021 Q4	$92K	Hold	1,297	–	–	0.06%	84
2021 Q3	$86K	Hold	1,297	–	–	0.06%	86
2021 Q2	$87K	Buy	1,297 +1	+0.1%	+$66	0.06%	86
2021 Q1	$82K	Hold	1,296	–	–	0.07%	80
2020 Q4	$76K	Sell	1,296 -936	-42%	-$51.2K	0.07%	78
2020 Q3	$112K	Hold	2,232	–	–	0.1%	59
2020 Q2	$103K	Hold	2,232	–	–	0.11%	52
2020 Q1	$85K	Buy	2,232 +4	+0.2%	+$194	0.1%	51
2019 Q4	$116K	Buy	+2,228	New	+$113K	0.12%	52

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

HighMark Wealth Management's IMCB Position: Q2 2026 in Review

HighMark Wealth Management reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 16% in Q2 2026, selling an estimated $16.7K and leaving 928 shares worth $89.6K. The position accounts for 0.03% of the portfolio, ranked #130.

HighMark Wealth Management first reported a position in IMCB in Q4 2019 and has held it in 27 quarters since. The position peaked at $116K in Q4 2019. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

HighMark Wealth Management held 928 shares of iShares Morningstar Mid-Cap ETF worth $89.6K as of Q2 2026.
HighMark Wealth Management sold 183 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $16.7K.
iShares Morningstar Mid-Cap ETF made up 0.03% of HighMark Wealth Management's portfolio in Q2 2026, its #130 holding.
HighMark Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
HighMark Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $116K in Q4 2019.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.