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

HighTower 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 Q1	$161M	Buy	1,927,513 +81,186	+4%	+$6.96M	0.17%	125
2025 Q4	$153M	Buy	1,846,327 +1,799,387	+3,833%	+$149M	0.17%	127
2025 Q3	$3.9M	Buy	46,940 +3,348	+8%	+$273K	﹤0.01%	1253
2025 Q2	$3.47M	Buy	43,592 +1	+0%	+$75	﹤0.01%	1271
2025 Q1	$3.23M	Sell	43,591 -2,123	-5%	-$164K	﹤0.01%	1258
2024 Q4	$3.48M	Buy	45,714 +585	+1%	+$45.8K	﹤0.01%	1210
2024 Q3	$3.44M	Sell	45,129 -28	-0.1%	-$2.03K	﹤0.01%	1207
2024 Q2	$3.16M	Sell	45,157 -1,405	-3%	-$99K	﹤0.01%	1209
2024 Q1	$3.39M	Sell	46,562 -8,955	-16%	-$614K	0.01%	1138
2023 Q4	$3.73M	Buy	55,517 +16,999	+44%	+$1.04M	0.01%	1113
2023 Q3	$2.3M	Sell	38,518 -267	-0.7%	-$16.8K	﹤0.01%	1305
2023 Q2	$2.46M	Buy	38,785 +2,285	+6%	+$138K	﹤0.01%	1232
2023 Q1	$2.22M	Hold	36,500	–	–	﹤0.01%	1225
2022 Q4	$2.14M	Sell	36,500 -1,976	-5%	-$116K	﹤0.01%	1253
2022 Q3	$2.07M	Sell	38,476 -1,307	-3%	-$78.1K	0.01%	1213
2022 Q2	$2.24M	Sell	39,783 -4,485	-10%	-$277K	0.01%	1195
2022 Q1	$2.98M	Buy	44,268 +24,189	+120%	+$1.61M	0.01%	1150
2021 Q4	$1.43M	Buy	20,079 +295	+1%	+$20.7K	﹤0.01%	1571
2021 Q3	$1.32M	Sell	19,784 -31	-0.2%	-$2.1K	﹤0.01%	1509
2021 Q2	$1.33M	Sell	19,815 -797	-4%	-$52.4K	﹤0.01%	1478
2021 Q1	$1.3M	Sell	20,612 -7,396	-26%	-$452K	﹤0.01%	1432
2020 Q4	$1.64M	Buy	28,008 +292	+1%	+$16K	0.01%	995
2020 Q3	$1.39M	Buy	27,716 +260	+0.9%	+$12.9K	0.01%	1049
2020 Q2	$1.26M	Sell	27,456 -11,016	-29%	-$479K	0.01%	1010
2020 Q1	$1.47M	Sell	38,472 -1,960	-5%	-$94.9K	0.01%	852
2019 Q4	$2.12M	Sell	40,432 -996	-2%	-$50.5K	0.01%	831
2019 Q3	$2.05M	Buy	41,428 +1,268	+3%	+$61.8K	0.01%	881
2019 Q2	$1.95M	Buy	40,160 +3,056	+8%	+$146K	0.01%	908
2019 Q1	$1.75M	Buy	37,104 +6,956	+23%	+$314K	0.01%	909
2018 Q4	$1.22M	Buy	30,148 +6,408	+27%	+$281K	0.01%	962
2018 Q3	$1.13M	Buy	23,740 +2,408	+11%	+$114K	0.01%	1066
2018 Q2	$981K	Sell	21,332 -1,012	-5%	-$46.4K	0.01%	1121
2018 Q1	$1.01M	Sell	22,344 -4,664	-17%	-$217K	0.01%	1065
2017 Q4	$1.26M	Sell	27,008 -70,816	-72%	-$3.19M	0.01%	1003
2017 Q3	$4.27M	Buy	97,824 +39,968	+69%	+$1.71M	0.04%	516
2017 Q2	$2.44M	Buy	57,856 +3,504	+6%	+$147K	0.02%	726
2017 Q1	$2.26M	Sell	54,352 -8,068	-13%	-$331K	0.02%	718
2016 Q4	$2.45M	Buy	62,420 +768	+1%	+$29.6K	0.03%	634
2016 Q3	$2.38M	Buy	61,652 +22,932	+59%	+$886K	0.03%	602
2016 Q2	$1.44M	Buy	38,720 +20,900	+117%	+$769K	0.02%	727
2016 Q1	$645K	Buy	+17,820	New	+$605K	﹤0.01%	1249

Other funds holding IMCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors's IMCB Position: Q1 2026 in Review

HighTower Advisors increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 4.4% in Q1 2026, buying an estimated $6.96M and bringing the position to 1,927,513 shares worth $161M. The position accounts for 0.17% of the portfolio, ranked #125.

HighTower Advisors first reported a position in IMCB in Q1 2016 and has held it in 41 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

HighTower Advisors held 1,927,513 shares of iShares Morningstar Mid-Cap ETF worth $161M as of Q1 2026.
HighTower Advisors bought 81,186 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $6.96M.
iShares Morningstar Mid-Cap ETF made up 0.17% of HighTower Advisors's portfolio in Q1 2026, its #125 holding.
HighTower Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2016 and has held it in 41 quarters since.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.