Howe & Rusling’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Howe & Rusling’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	$145K	Hold	1,736	–	–	0.01%	312
2025 Q4	$144K	Hold	1,736	–	–	0.01%	312
2025 Q3	$144K	Hold	1,736	–	–	0.01%	300
2025 Q2	$138K	Buy	+1,736	New	+$130K	0.01%	298
2015 Q1	–	Sell	-520	Closed	-$19K	–	956
2014 Q4	$19K	Hold	520	–	–	﹤0.01%	397
2014 Q3	$18K	Hold	520	–	–	﹤0.01%	404
2014 Q2	$18K	Buy	+520	New	+$17.7K	﹤0.01%	401

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Howe & Rusling's IMCB Position: Q1 2026 in Review

Howe & Rusling held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q1 2026 at 1,736 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #312.

Howe & Rusling first reported a position in IMCB in Q2 2014 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

Howe & Rusling held 1,736 shares of iShares Morningstar Mid-Cap ETF worth $145K as of Q1 2026.
Howe & Rusling left its iShares Morningstar Mid-Cap ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #312 holding.
Howe & Rusling first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2014 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.