Hoxton Planning & Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Hoxton Planning & 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	$513K	Sell	5,308 -278	-5%	-$25.4K	0.13%	122
2026 Q1	$466K	Buy	5,586 +389	+7%	+$33.3K	0.14%	116
2025 Q4	$430K	Buy	5,197 +177	+4%	+$14.6K	0.13%	120
2025 Q3	$417K	Sell	5,020 -821	-14%	-$67K	0.13%	123
2025 Q2	$465K	Buy	+5,841	New	+$437K	0.16%	113

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

Hoxton Planning & Management's IMCB Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 5% in Q2 2026, selling an estimated $25.4K and leaving 5,308 shares worth $513K. The position accounts for 0.13% of the portfolio, ranked #122.

Hoxton Planning & Management first reported a position in IMCB in Q2 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Hoxton Planning & Management held 5,308 shares of iShares Morningstar Mid-Cap ETF worth $513K as of Q2 2026.
Hoxton Planning & Management sold 278 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $25.4K.
iShares Morningstar Mid-Cap ETF made up 0.13% of Hoxton Planning & Management's portfolio in Q2 2026, its #122 holding.
Hoxton Planning & Management first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
200 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.